Colonial River Investments’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Colonial River Investments’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	$16.1M	Buy	99,908 +29,369	+42%	+$4.14M	4.59%	2
2026 Q1	$7.91M	Buy	70,539 +1,551	+2%	+$183K	2.83%	7
2025 Q4	$8.23M	Buy	68,988 +2,203	+3%	+$264K	2.93%	7
2025 Q3	$8.08M	Buy	66,785 +5,564	+9%	+$648K	2.98%	6
2025 Q2	$6.88M	Buy	61,221 +8,761	+17%	+$875K	2.96%	6
2025 Q1	$4.85M	Buy	52,460 +23,509	+81%	+$2.3M	2.67%	7
2024 Q4	$2.75M	Buy	28,951 +10,754	+59%	+$1.02M	1.33%	14
2024 Q3	$1.65M	Sell	18,197 -6,409	-26%	-$561K	0.82%	34
2024 Q2	$2.15M	Buy	24,606 +10,294	+72%	+$836K	1.16%	21
2024 Q1	$1.15M	Buy	+14,312	New	+$1.05M	0.65%	46

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Colonial River Investments's SPMO Position: Q2 2026 in Review

Colonial River Investments increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 42% in Q2 2026, buying an estimated $4.14M and bringing the position to 99,908 shares worth $16.1M. The position accounts for 4.59% of the portfolio, ranked #2.

Colonial River Investments first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 364 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Colonial River Investments held 99,908 shares of Invesco S&P 500 Momentum ETF worth $16.1M as of Q2 2026.
Colonial River Investments bought 29,369 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $4.14M.
Invesco S&P 500 Momentum ETF made up 4.59% of Colonial River Investments's portfolio in Q2 2026, its #2 holding.
Colonial River Investments first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
364 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.