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

Clearstead 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	$124K	Buy	765 +6	+0.8%	+$846	﹤0.01%	1227
2026 Q1	$85.1K	Buy	759 +2	+0.3%	+$236	﹤0.01%	1180
2025 Q4	$90.3K	Buy	757 +20	+3%	+$2.4K	﹤0.01%	1157
2025 Q3	$89.2K	Buy	+737	New	+$85.8K	﹤0.01%	1084
2024 Q3	–	Sell	-52	Closed	-$4.55K	–	2109
2024 Q2	$4.55K	Buy	+52	New	+$4.22K	﹤0.01%	1698

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

Clearstead Advisors's SPMO Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.79% in Q2 2026, buying an estimated $846 and bringing the position to 765 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Clearstead Advisors first reported a position in SPMO in Q2 2024 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Clearstead Advisors held 765 shares of Invesco S&P 500 Momentum ETF worth $124K as of Q2 2026.
Clearstead Advisors bought 6 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $846.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1227 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.