Capstone Wealth Management Group (Pennsylvania)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-57,831	Closed	-$6.48M	–	103
2026 Q1	$6.48M	Sell	57,831 -85,114	-60%	-$10.1M	2.72%	13
2025 Q4	$17.1M	Buy	142,945 +1,898	+1%	+$227K	7.15%	2
2025 Q3	$17.1M	Buy	+141,047	New	+$16.4M	7.23%	2
2025 Q2	–	Sell	-116,148	Closed	-$10.7M	–	69
2025 Q1	$10.7M	Buy	116,148 +65,515	+129%	+$6.41M	6.13%	5
2024 Q4	$4.81M	Buy	50,633 +22,021	+77%	+$2.09M	2.58%	13
2024 Q3	$2.59M	Buy	28,612 +1,861	+7%	+$163K	1.54%	18
2024 Q2	$2.34M	Buy	26,751 +8,705	+48%	+$707K	1.53%	17
2024 Q1	$1.45M	Buy	+18,046	New	+$1.33M	1.04%	23

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 22.96% 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

Capstone Wealth Management Group (Pennsylvania)'s SPMO Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 57,831 shares — an estimated $6.48M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPMO in Q1 2024 and held it in 8 quarters. The position peaked at $17.1M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 57,831 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $6.48M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 8 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Invesco S&P 500 Momentum ETF position peaked at $17.1M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.