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Capital Analysts LLC’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capital Analysts LLC’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
9,756
+1,518
+18% +$214K 0.04% 296
2026
Q1 		$923K Buy
8,238
+2,462
+43% +$291K 0.02% 344
2025
Q4 		$689K Buy
5,776
+1,652
+40% +$198K 0.02% 376
2025
Q3 		$499K Sell
4,124
-477
-10% -$55.6K 0.01% 420
2025
Q2 		$518K Sell
4,601
-327
-7% -$32.6K 0.02% 383
2025
Q1 		$456K Sell
4,928
-237
-5% -$23.2K 0.02% 385
2024
Q4 		$491K Sell
5,165
-177
-3% -$16.8K 0.02% 334
2024
Q3 		$484K Sell
5,342
-39
-0.7% -$3.41K 0.02% 331
2024
Q2 		$471K Buy
+5,381
New +$437K 0.02% 339
2022
Q4 		– Sell
-1,400
Closed -$70K – 1154
2022
Q3 		$70K Hold
1,400
– – ﹤0.01% 506
2022
Q2 		$73K Sell
1,400
-100
-7% -$5.63K 0.01% 487
2022
Q1 		$92K Sell
1,500
-1,400
-48% -$84.6K 0.01% 443
2021
Q4 		$187K Sell
2,900
-300
-9% -$19.2K 0.01% 348
2021
Q3 		$193K Sell
3,200
-2,600
-45% -$160K 0.01% 347
2021
Q2 		$344K Buy
5,800
+600
+12% +$33.4K 0.02% 285
2021
Q1 		$276K Buy
5,200
+1,550
+42% +$82.3K 0.02% 297
2020
Q4 		$193K Buy
3,650
+2,050
+128% +$105K 0.02% 249
2020
Q3 		$80K Buy
1,600
+1,400
+700% +$66.9K 0.01% 343
2020
Q2 		$9K Buy
+200
New +$8.19K ﹤0.01% 561

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Analysts LLC's SPMO Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 18% in Q2 2026, buying an estimated $214K and bringing the position to 9,756 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #296.

Capital Analysts LLC first reported a position in SPMO in Q2 2020 and has held it in 19 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Capital Analysts LLC held 9,756 shares of Invesco S&P 500 Momentum ETF worth $1.58M as of Q2 2026.
  • Capital Analysts LLC bought 1,518 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $214K.
  • Invesco S&P 500 Momentum ETF made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #296 holding.
  • Capital Analysts LLC first reported a position in Invesco S&P 500 Momentum ETF in Q2 2020 and has held it in 19 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.