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Chatterton & Associates’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Chatterton & Associates’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 		$2.48M Sell
16,201
-3,028
-16% -$427K 1.46% 22
2026
Q1 		$2.36M Buy
19,229
+4,268
+29% +$504K 1.65% 24
2025
Q4 		$1.79M Buy
+14,961
New +$1.79M 1.53% 23

Other funds holding SPMO

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates's SPMO Position: Q2 2026 in Review

Chatterton & Associates reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, selling an estimated $427K and leaving 16,201 shares worth $2.48M. The position accounts for 1.46% of the portfolio, ranked #22.

Chatterton & Associates first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Chatterton & Associates held 16,201 shares of Invesco S&P 500 Momentum ETF worth $2.48M as of Q2 2026.
  • Chatterton & Associates sold 3,028 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $427K.
  • Invesco S&P 500 Momentum ETF made up 1.46% of Chatterton & Associates's portfolio in Q2 2026, its #22 holding.
  • Chatterton & Associates first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.