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

Cooper Financial Group’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	$331K	Sell	2,047 -3	-0.1%	-$423	0.03%	326
2026 Q1	$230K	Buy	2,050 +302	+17%	+$35.7K	0.02%	382
2025 Q4	$209K	Buy	+1,748	New	+$209K	0.02%	369
2025 Q2	–	Sell	-8,319	Closed	-$770K	–	407
2025 Q1	$770K	Buy	8,319 +1,756	+27%	+$172K	0.1%	176
2024 Q4	$624K	Buy	6,563 +4,169	+174%	+$395K	0.08%	204
2024 Q3	$217K	Sell	2,394 -589	-20%	-$51.5K	0.03%	358
2024 Q2	$261K	Buy	+2,983	New	+$242K	0.04%	325

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

Cooper Financial Group's SPMO Position: Q2 2026 in Review

Cooper Financial Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.15% in Q2 2026, selling an estimated $423 and leaving 2,047 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #326.

Cooper Financial Group first reported a position in SPMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $770K in Q1 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cooper Financial Group held 2,047 shares of Invesco S&P 500 Momentum ETF worth $331K as of Q2 2026.
Cooper Financial Group sold 3 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $423.
Invesco S&P 500 Momentum ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #326 holding.
Cooper Financial Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 7 quarters since.
Cooper Financial Group's Invesco S&P 500 Momentum ETF position peaked at $770K in Q1 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.