CAPTRUST Financial Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

CAPTRUST Financial Advisors’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	$657K	Buy	4,068 +1,010	+33%	+$142K	﹤0.01%	1994
2026 Q1	$343K	Sell	3,058 -5,602	-65%	-$662K	﹤0.01%	2298
2025 Q4	$1.03M	Buy	8,660 +6,902	+393%	+$827K	﹤0.01%	1484
2025 Q3	$213K	Buy	+1,758	New	+$205K	﹤0.01%	2388
2022 Q3	–	Sell	-977	Closed	-$51K	–	3776
2022 Q2	$51K	Buy	+977	New	+$55K	﹤0.01%	2740

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

CAPTRUST Financial Advisors's SPMO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 33% in Q2 2026, buying an estimated $142K and bringing the position to 4,068 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

CAPTRUST Financial Advisors first reported a position in SPMO in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

CAPTRUST Financial Advisors held 4,068 shares of Invesco S&P 500 Momentum ETF worth $657K as of Q2 2026.
CAPTRUST Financial Advisors bought 1,010 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $142K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1994 holding.
CAPTRUST Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 5 quarters since.
CAPTRUST Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.03M in Q4 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.