Clear Creek Financial Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Clear Creek Financial Management’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	$15.1M	Buy	93,671 +663	+0.7%	+$93.5K	0.97%	19
2026 Q1	$10.4M	Sell	93,008 -6,187	-6%	-$731K	0.8%	21
2025 Q4	$11.8M	Buy	99,195 +23,554	+31%	+$2.82M	0.97%	18
2025 Q3	$9.16M	Sell	75,641 -4,607	-6%	-$537K	0.79%	23
2025 Q2	$9.03M	Buy	80,248 +4,857	+6%	+$485K	0.86%	19
2025 Q1	$6.98M	Buy	75,391 +3,457	+5%	+$338K	0.72%	27
2024 Q4	$6.83M	Buy	71,934 +16,106	+29%	+$1.53M	0.74%	33
2024 Q3	$5.06M	Buy	55,828 +693	+1%	+$60.6K	0.57%	35
2024 Q2	$4.82M	Buy	55,135 +2,308	+4%	+$187K	0.58%	36
2024 Q1	$4.24M	Buy	52,827 +20,235	+62%	+$1.49M	0.54%	36
2023 Q4	$2.13M	Buy	+32,592	New	+$1.97M	0.34%	64

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

Clear Creek Financial Management's SPMO Position: Q2 2026 in Review

Clear Creek Financial Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.71% in Q2 2026, buying an estimated $93.5K and bringing the position to 93,671 shares worth $15.1M. The position accounts for 0.97% of the portfolio, ranked #19.

Clear Creek Financial Management first reported a position in SPMO in Q4 2023 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Clear Creek Financial Management held 93,671 shares of Invesco S&P 500 Momentum ETF worth $15.1M as of Q2 2026.
Clear Creek Financial Management bought 663 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $93.5K.
Invesco S&P 500 Momentum ETF made up 0.97% of Clear Creek Financial Management's portfolio in Q2 2026, its #19 holding.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and has held it in 11 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.