Commonwealth Equity Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Commonwealth Equity Services’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	$102M	Buy	631,935 +254,078	+67%	+$35.8M	0.13%	157
2026 Q1	$42.4M	Sell	377,857 -2,191	-0.6%	-$259K	0.06%	321
2025 Q4	$45.3M	Buy	380,048 +64,659	+21%	+$7.75M	0.06%	314
2025 Q3	$38.2M	Buy	315,389 +58,335	+23%	+$6.8M	0.05%	357
2025 Q2	$28.9M	Buy	257,054 +135,721	+112%	+$13.5M	0.04%	451
2025 Q1	$11.2M	Sell	121,333 -54,938	-31%	-$5.38M	0.02%	802
2024 Q4	$16.7M	Buy	176,271 +112,450	+176%	+$10.7M	0.02%	602
2024 Q3	$5.79M	Buy	63,821 +21,221	+50%	+$1.86M	0.01%	1125
2024 Q2	$3.73M	Buy	42,600 +23,880	+128%	+$1.94M	0.01%	1369
2024 Q1	$1.5M	Buy	18,720 +12,174	+186%	+$897K	﹤0.01%	1959
2023 Q4	$429K	Buy	6,546 +6	+0.1%	+$363	﹤0.01%	2862
2023 Q3	$375K	Sell	6,540 -51	-0.8%	-$2.93K	﹤0.01%	2837
2023 Q2	$369K	Buy	6,591 +69	+1%	+$3.81K	﹤0.01%	2864
2023 Q1	$355K	Buy	6,522 +193	+3%	+$10.6K	﹤0.01%	2827
2022 Q4	$359K	Sell	6,329 -188	-3%	-$10.6K	﹤0.01%	2732
2022 Q3	$327K	Buy	6,517 +2,063	+46%	+$112K	﹤0.01%	2752
2022 Q2	$231K	Sell	4,454 -277	-6%	-$15.6K	﹤0.01%	3071
2022 Q1	$289K	Buy	4,731 +379	+9%	+$22.9K	﹤0.01%	3007
2021 Q4	$280K	Buy	4,352 +300	+7%	+$19.2K	﹤0.01%	3033
2021 Q3	$244K	Sell	4,052 -148	-4%	-$9.11K	﹤0.01%	3103
2021 Q2	$249K	Buy	4,200 +1	+0%	+$56	﹤0.01%	3079
2021 Q1	$222K	Buy	4,199 +252	+6%	+$13.4K	﹤0.01%	3051
2020 Q4	$208K	Buy	+3,947	New	+$202K	﹤0.01%	2891
2020 Q1	–	Sell	-9,975	Closed	-$418K	–	2948
2019 Q4	$418K	Buy	9,975 +2,298	+30%	+$93.6K	﹤0.01%	2051
2019 Q3	$311K	Buy	+7,677	New	+$313K	﹤0.01%	2210
2019 Q2	–	Sell	-14,535	Closed	-$570K	–	2817
2019 Q1	$570K	Buy	+14,535	New	+$541K	﹤0.01%	1659

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

Commonwealth Equity Services's SPMO Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 67% in Q2 2026, buying an estimated $35.8M and bringing the position to 631,935 shares worth $102M. The position accounts for 0.13% of the portfolio, ranked #157.

Commonwealth Equity Services first reported a position in SPMO in Q1 2019 and has held it in 26 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Commonwealth Equity Services held 631,935 shares of Invesco S&P 500 Momentum ETF worth $102M as of Q2 2026.
Commonwealth Equity Services bought 254,078 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $35.8M.
Invesco S&P 500 Momentum ETF made up 0.13% of Commonwealth Equity Services's portfolio in Q2 2026, its #157 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2019 and has held it in 26 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.