Convergence Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Convergence Financial’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	$10.4M	Buy	+64,256	New	+$9.06M	0.83%	34
2026 Q1	–	Sell	-36,116	Closed	-$4.31M	–	231
2025 Q4	$4.31M	Buy	36,116 +380	+1%	+$45.5K	0.63%	37
2025 Q3	$4.33M	Sell	35,736 -1,165	-3%	-$136K	0.65%	37
2025 Q2	$4.15M	Buy	+36,901	New	+$3.68M	0.71%	34
2024 Q4	–	Sell	-40,832	Closed	-$3.7M	–	170
2024 Q3	$3.7M	Buy	40,832 +451	+1%	+$39.5K	0.79%	27
2024 Q2	$3.53M	Buy	+40,381	New	+$3.28M	0.93%	25

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

Convergence Financial's SPMO Position: Q2 2026 in Review

Convergence Financial opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 64,256 shares worth $10.4M. The stake represents 0.83% of the portfolio and ranks #34 among its holdings. This is a return to the name: Convergence Financial previously reported a position in SPMO as recently as Q4 2025.

Convergence Financial first reported a position in SPMO in Q2 2024 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Convergence Financial held 64,256 shares of Invesco S&P 500 Momentum ETF worth $10.4M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Convergence Financial position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.83% of Convergence Financial's portfolio in Q2 2026, its #34 holding.
Convergence Financial first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.