Capital Investment Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capital Investment Advisory Services’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	$268K	Buy	1,660 +343	+26%	+$48.3K	0.02%	618
2026 Q1	$148K	Buy	1,317 +668	+103%	+$78.9K	0.01%	674
2025 Q4	$77.4K	Buy	649 +228	+54%	+$27.3K	0.01%	745
2025 Q3	$51K	Buy	421 +200	+90%	+$23.3K	﹤0.01%	773
2025 Q2	$24.9K	Buy	221 +168	+317%	+$16.8K	﹤0.01%	852
2025 Q1	$4.9K	Sell	53 -100	-65%	-$9.79K	﹤0.01%	922
2024 Q4	$14.6K	Buy	+153	New	+$14.5K	﹤0.01%	787
2024 Q2	–	Sell	-239	Closed	-$19.2K	–	993
2024 Q1	$19.2K	Buy	+239	New	+$17.6K	﹤0.01%	760
2021 Q1	–	Sell	-50	Closed	-$3K	–	764
2020 Q4	$3K	Sell	50 -25	-33%	-$1.28K	﹤0.01%	678
2020 Q3	$4K	Hold	75	–	–	﹤0.01%	590
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	539
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	523
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	525
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	1233
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	1246
2019 Q1	$3K	Buy	75 +15	+25%	+$559	﹤0.01%	1069
2018 Q4	$2K	Buy	+60	New	+$2.19K	﹤0.01%	1081

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Investment Advisory Services's SPMO Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,660 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #618.

Capital Investment Advisory Services first reported a position in SPMO in Q4 2018 and has held it in 17 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Capital Investment Advisory Services held 1,660 shares of Invesco S&P 500 Momentum ETF worth $268K as of Q2 2026.
Capital Investment Advisory Services bought 343 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $48.3K.
Invesco S&P 500 Momentum ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #618 holding.
Capital Investment Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and has held it in 17 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.