CD
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Capital Developers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capital Developers’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
Q1 		$8.08M Buy
72,036
+2,093
+3% +$247K 7.27% 4
2025
Q4 		$8.35M Buy
+69,943
New +$8.38M 7.48% 4

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Developers's SPMO Position: Q1 2026 in Review

Capital Developers increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 3% in Q1 2026, buying an estimated $247K and bringing the position to 72,036 shares worth $8.08M. The position accounts for 7.27% of the portfolio, ranked #4.

Capital Developers first reported a position in SPMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.35M in Q4 2025. 652 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Capital Developers held 72,036 shares of Invesco S&P 500 Momentum ETF worth $8.08M as of Q1 2026.
  • Capital Developers bought 2,093 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $247K.
  • Invesco S&P 500 Momentum ETF made up 7.27% of Capital Developers's portfolio in Q1 2026, its #4 holding.
  • Capital Developers first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's Invesco S&P 500 Momentum ETF position peaked at $8.35M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.