Catalina Capital Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Catalina Capital Group’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	$707K	Buy	6,307 +380	+6%	+$44.9K	0.42%	52
2025 Q4	$707K	Buy	5,927 +2,152	+57%	+$258K	0.43%	50
2025 Q3	$457K	Buy	3,775 +381	+11%	+$44.4K	0.28%	78
2025 Q2	$382K	Sell	3,394 -6	-0.2%	-$599	0.25%	82
2025 Q1	$315K	Sell	3,400 -1	-0%	-$98	0.21%	99
2024 Q4	$323K	Buy	+3,401	New	+$322K	0.11%	196

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catalina Capital Group's SPMO Position: Q1 2026 in Review

Catalina Capital Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.4% in Q1 2026, buying an estimated $44.9K and bringing the position to 6,307 shares worth $707K. The position accounts for 0.42% of the portfolio, ranked #52.

Catalina Capital Group first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $707K in Q4 2025. 653 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Catalina Capital Group held 6,307 shares of Invesco S&P 500 Momentum ETF worth $707K as of Q1 2026.
Catalina Capital Group bought 380 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $44.9K.
Invesco S&P 500 Momentum ETF made up 0.42% of Catalina Capital Group's portfolio in Q1 2026, its #52 holding.
Catalina Capital Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Catalina Capital Group's Invesco S&P 500 Momentum ETF position peaked at $707K in Q4 2025.
653 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.