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 Q3	$659K	Buy	4,348 +280	+7%	+$41.7K	﹤0.01%	2034
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 $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors's SPMO Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.9% in Q3 2026, buying an estimated $41.7K and bringing the position to 4,348 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

CAPTRUST Financial Advisors first reported a position in SPMO in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 589 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

CAPTRUST Financial Advisors held 4,348 shares of Invesco S&P 500 Momentum ETF worth $659K as of Q3 2026.
CAPTRUST Financial Advisors bought 280 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $41.7K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2034 holding.
CAPTRUST Financial Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's Invesco S&P 500 Momentum ETF position peaked at $1.03M in Q4 2025.
589 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.