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

Concorde 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 Q2	$9.65M	Buy	59,745 +6,473	+12%	+$912K	5.58%	2
2026 Q1	$5.97M	Sell	53,272 -26,734	-33%	-$3.16M	2.93%	3
2025 Q4	$9.55M	Buy	80,006 +2,745	+4%	+$329K	3.82%	2
2025 Q3	$9.32M	Buy	+77,261	New	+$9M	3.9%	2
2025 Q1	$1.23M	Sell	13,395 -65,719	-83%	-$6.43M	0.66%	20
2024 Q4	$7.52M	Buy	79,114 +10,009	+14%	+$949K	3.92%	6
2024 Q3	$6.26M	Buy	69,105 +65,446	+1,789%	+$5.73M	3.54%	8
2024 Q2	$320K	Buy	+3,659	New	+$297K	0.2%	95

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

Concorde Asset Management's SPMO Position: Q2 2026 in Review

Concorde Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, buying an estimated $912K and bringing the position to 59,745 shares worth $9.65M. The position accounts for 5.58% of the portfolio, ranked #2.

Concorde Asset Management first reported a position in SPMO in Q2 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Concorde Asset Management held 59,745 shares of Invesco S&P 500 Momentum ETF worth $9.65M as of Q2 2026.
Concorde Asset Management bought 6,473 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $912K.
Invesco S&P 500 Momentum ETF made up 5.58% of Concorde Asset Management's portfolio in Q2 2026, its #2 holding.
Concorde Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.