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	$39.4M	Buy	244,200 +1,100	+0.5%	+$155K	﹤0.01%	1801
2026 Q1	$27.3M	Buy	243,100 +204,300	+527%	+$24.1M	﹤0.01%	1955
2025 Q4	$4.63M	Buy	38,800 +9,100	+31%	+$1.09M	﹤0.01%	4404
2025 Q3	$3.6M	Sell	29,700 -7,200	-20%	-$839K	﹤0.01%	4964
2025 Q2	$4.15M	Buy	36,900 +20,200	+121%	+$2.02M	﹤0.01%	4427
2025 Q1	$1.55M	Buy	16,700 +10,500	+169%	+$1.03M	﹤0.01%	6036
2024 Q4	$589K	Sell	6,200 -2,200	-26%	-$209K	﹤0.01%	8192
2024 Q3	$761K	Buy	+8,400	New	+$735K	﹤0.01%	7389

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. 764 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.
764 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.