Cetera Investment Advisers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cetera Investment Advisers’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	$158M	Sell	980,323 -39,214	-4%	-$5.53M	0.14%	122
2026 Q1	$114M	Sell	1,019,537 -47,058	-4%	-$5.56M	0.12%	156
2025 Q4	$127M	Sell	1,066,595 -100,341	-9%	-$12M	0.14%	126
2025 Q3	$141M	Buy	1,166,936 +210,648	+22%	+$24.5M	0.16%	108
2025 Q2	$108M	Buy	956,288 +401,481	+72%	+$40.1M	0.18%	106
2025 Q1	$51.3M	Buy	554,807 +253,263	+84%	+$24.8M	0.1%	206
2024 Q4	$28.6M	Buy	301,544 +18,391	+6%	+$1.74M	0.06%	328
2024 Q3	$25.7M	Sell	283,153 -94,256	-25%	-$8.25M	0.06%	350
2024 Q2	$33M	Buy	377,409 +143,810	+62%	+$11.7M	0.08%	256
2024 Q1	$18.7M	Buy	+233,599	New	+$17.2M	0.04%	412

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

Cetera Investment Advisers's SPMO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.8% in Q2 2026, selling an estimated $5.53M and leaving 980,323 shares worth $158M. The position accounts for 0.14% of the portfolio, ranked #122.

Cetera Investment Advisers first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cetera Investment Advisers held 980,323 shares of Invesco S&P 500 Momentum ETF worth $158M as of Q2 2026.
Cetera Investment Advisers sold 39,214 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.53M.
Invesco S&P 500 Momentum ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #122 holding.
Cetera Investment Advisers first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.