Coppell Advisory Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Coppell Advisory Solutions’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	$730	Buy	+15,801	New	+$2.23M	﹤0.01%	541
2026 Q1	–	Sell	-20,936	Closed	-$2.52M	–	305
2025 Q4	$2.52M	Buy	20,936 +384	+2%	+$46K	0.25%	83
2025 Q3	$2.48M	Buy	20,552 +1,626	+9%	+$189K	0.26%	72
2025 Q2	$2.12M	Buy	+18,926	New	+$1.89M	0.25%	75
2025 Q1	–	Sell	-8,467	Closed	-$809K	–	1644
2024 Q4	$809K	Sell	8,467 -371	-4%	-$35.2K	0.11%	136
2024 Q3	$798K	Sell	8,838 -11,419	-56%	-$999K	0.12%	136
2024 Q2	$1.77M	Buy	+20,257	New	+$1.65M	0.29%	76

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

Coppell Advisory Solutions's SPMO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 15,801 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPMO as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Coppell Advisory Solutions held 15,801 shares of Invesco S&P 500 Momentum ETF worth $730 as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #541 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 7 quarters since.
Coppell Advisory Solutions's Invesco S&P 500 Momentum ETF position peaked at $2.52M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.