Citadel Advisors
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors's SPMO Position: Q1 2026 in Review

Citadel Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 12,078 shares — an estimated $1.43M sold.

Citadel Advisors first reported a position in SPMO in Q1 2018 and held it in 22 quarters. The position peaked at $5.73M in Q1 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Citadel Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 12,078 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.43M.
  • Citadel Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2018 and held it in 22 quarters.
  • Citadel Advisors's Invesco S&P 500 Momentum ETF position peaked at $5.73M in Q1 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.