Citadel Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Citadel 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 Q2	$5.46M	Buy	+33,772	New	+$4.76M	﹤0.01%	4566
2026 Q1	–	Sell	-12,078	Closed	-$1.43M	–	14160
2025 Q4	$1.44M	Sell	12,078 -14,440	-54%	-$1.73M	﹤0.01%	6604
2025 Q3	$3.21M	Buy	26,518 +22,523	+564%	+$2.62M	﹤0.01%	5185
2025 Q2	$449K	Sell	3,995 -57,967	-94%	-$5.79M	﹤0.01%	8892
2025 Q1	$5.73M	Buy	61,962 +13,919	+29%	+$1.36M	﹤0.01%	3660
2024 Q4	$4.56M	Buy	48,043 +44,780	+1,372%	+$4.24M	﹤0.01%	4107
2024 Q3	$296K	Buy	+3,263	New	+$286K	﹤0.01%	9370
2024 Q1	–	Sell	-11,240	Closed	-$736K	–	15386
2023 Q4	$736K	Buy	11,240 +4,544	+68%	+$275K	﹤0.01%	7282
2023 Q3	$384K	Buy	6,696 +1,001	+18%	+$57.5K	﹤0.01%	8648
2023 Q2	$319K	Buy	+5,695	New	+$314K	﹤0.01%	8918
2022 Q4	–	Sell	-17,203	Closed	-$865K	–	15426
2022 Q3	$865K	Buy	17,203 +13,074	+317%	+$708K	﹤0.01%	7310
2022 Q2	$214K	Buy	+4,129	New	+$233K	﹤0.01%	10563
2022 Q1	–	Sell	-56,517	Closed	-$3.65M	–	14513
2021 Q4	$3.65M	Buy	56,517 +51,254	+974%	+$3.27M	﹤0.01%	4943
2021 Q3	$318K	Sell	5,263 -6,220	-54%	-$383K	﹤0.01%	10942
2021 Q2	$681K	Buy	+11,483	New	+$640K	﹤0.01%	9302
2020 Q3	–	Sell	-30,727	Closed	-$1.34M	–	10688
2020 Q2	$1.34M	Buy	+30,727	New	+$1.26M	﹤0.01%	5287
2020 Q1	–	Sell	-32,755	Closed	-$1.37M	–	10137
2019 Q4	$1.37M	Buy	32,755 +10,069	+44%	+$410K	﹤0.01%	5024
2019 Q3	$921K	Buy	+22,686	New	+$924K	﹤0.01%	5741
2019 Q2	–	Sell	-27,495	Closed	-$1.08M	–	9806
2019 Q1	$1.08M	Buy	27,495 +19,249	+233%	+$717K	﹤0.01%	5447
2018 Q4	$278K	Sell	8,246 -25,552	-76%	-$931K	﹤0.01%	7404
2018 Q3	$1.37M	Buy	33,798 +26,773	+381%	+$1.05M	﹤0.01%	5017
2018 Q2	$260K	Sell	7,025 -7,846	-53%	-$288K	﹤0.01%	7462
2018 Q1	$524K	Buy	+14,871	New	+$539K	﹤0.01%	5806

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

Citadel Advisors's SPMO Position: Q2 2026 in Review

Citadel Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 33,772 shares worth $5.46M. The stake represents ﹤0.01% of the portfolio and ranks #4566 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SPMO as recently as Q4 2025.

Citadel Advisors first reported a position in SPMO in Q1 2018 and has held it in 23 quarters since. The position peaked at $5.73M in Q1 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Citadel Advisors held 33,772 shares of Invesco S&P 500 Momentum ETF worth $5.46M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Citadel Advisors position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4566 holding.
Citadel Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2018 and has held it in 23 quarters since.
Citadel Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.73M in Q1 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.