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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors's SPMO Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 65% in Q1 2026, selling an estimated $662K and leaving 3,058 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

CAPTRUST Financial Advisors first reported a position in SPMO in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

CAPTRUST Financial Advisors held 3,058 shares of Invesco S&P 500 Momentum ETF worth $343K as of Q1 2026.
CAPTRUST Financial Advisors sold 5,602 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $662K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2298 holding.
CAPTRUST Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 4 quarters since.
CAPTRUST Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.03M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.