Capital Investment Counsel (Colorado)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capital Investment Counsel (Colorado)’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	$7.07M	Buy	43,763 +535	+1%	+$75.4K	0.87%	48
2026 Q1	$4.85M	Buy	43,228 +988	+2%	+$117K	0.66%	62
2025 Q4	$5.04M	Buy	42,240 +1,000	+2%	+$120K	0.7%	60
2025 Q3	$4.99M	Buy	+41,240	New	+$4.8M	0.74%	61

Other funds holding SPMO

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s SPMO Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.2% in Q2 2026, buying an estimated $75.4K and bringing the position to 43,763 shares worth $7.07M. The position accounts for 0.87% of the portfolio, ranked #48.

Capital Investment Counsel (Colorado) first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Capital Investment Counsel (Colorado) held 43,763 shares of Invesco S&P 500 Momentum ETF worth $7.07M as of Q2 2026.
Capital Investment Counsel (Colorado) bought 535 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $75.4K.
Invesco S&P 500 Momentum ETF made up 0.87% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #48 holding.
Capital Investment Counsel (Colorado) first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.