Cobblestone Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cobblestone Asset 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 Q3	–	Sell	-31,197	Closed	-$5.04M	–	80
2026 Q2	$5.04M	Sell	31,197 -12,773	-29%	-$1.8M	2.1%	13
2026 Q1	$4.93M	Buy	43,970 +1,349	+3%	+$159K	2.22%	16
2025 Q4	$5.09M	Buy	42,621 +16,656	+64%	+$2M	2.28%	15
2025 Q3	$3.14M	Sell	25,965 -662	-2%	-$77.1K	1.44%	20
2025 Q2	$2.99M	Sell	26,627 -3,054	-10%	-$305K	1.58%	20
2025 Q1	$2.75M	Buy	+29,681	New	+$2.9M	1.6%	21

Other funds holding SPMO

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Cobblestone Asset Management's SPMO Position: Q3 2026 in Review

Cobblestone Asset Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 31,197 shares — an estimated $5.04M sold.

Cobblestone Asset Management first reported a position in SPMO in Q1 2025 and held it in 6 quarters. The position peaked at $5.09M in Q4 2025. 272 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

Cobblestone Asset Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
Cobblestone Asset Management sold 31,197 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $5.04M.
Cobblestone Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and held it in 6 quarters.
Cobblestone Asset Management's Invesco S&P 500 Momentum ETF position peaked at $5.09M in Q4 2025.
272 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.