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

Concurrent Investment 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	$15.5M	Sell	95,787 -2,078	-2%	-$293K	0.13%	167
2026 Q1	$11M	Sell	97,865 -64,310	-40%	-$7.6M	0.12%	185
2025 Q4	$19.4M	Buy	162,175 +23,531	+17%	+$2.82M	0.22%	97
2025 Q3	$16.8M	Buy	138,644 +3,406	+3%	+$397K	0.29%	73
2025 Q2	$15.2M	Buy	135,238 +7,889	+6%	+$788K	0.29%	74
2025 Q1	$11.8M	Buy	127,349 +119,196	+1,462%	+$11.7M	0.29%	80
2024 Q4	$775K	Buy	+8,153	New	+$773K	0.02%	555
2024 Q3	–	Sell	-11,520	Closed	-$1.01M	–	1138
2024 Q2	$1.01M	Sell	11,520 -963	-8%	-$78.2K	0.03%	432
2024 Q1	$1M	Buy	+12,483	New	+$920K	0.04%	371

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

Concurrent Investment Advisors's SPMO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.1% in Q2 2026, selling an estimated $293K and leaving 95,787 shares worth $15.5M. The position accounts for 0.13% of the portfolio, ranked #167.

Concurrent Investment Advisors first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.4M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Concurrent Investment Advisors held 95,787 shares of Invesco S&P 500 Momentum ETF worth $15.5M as of Q2 2026.
Concurrent Investment Advisors sold 2,078 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $293K.
Invesco S&P 500 Momentum ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #167 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Invesco S&P 500 Momentum ETF position peaked at $19.4M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.