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

CoreCap 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	$6.68M	Buy	41,322 +1,840	+5%	+$259K	0.2%	109
2026 Q1	$4.43M	Buy	39,482 +2,025	+5%	+$239K	0.15%	150
2025 Q4	$4.47M	Buy	37,457 +9,740	+35%	+$1.17M	0.16%	134
2025 Q3	$3.36M	Buy	27,717 +2,636	+11%	+$307K	0.12%	169
2025 Q2	$2.82M	Buy	25,081 +2,931	+13%	+$293K	0.11%	169
2025 Q1	$2.05M	Buy	22,150 +4,063	+22%	+$398K	0.09%	204
2024 Q4	$1.72M	Buy	18,087 +11,162	+161%	+$1.06M	0.08%	240
2024 Q3	$628K	Buy	6,925 +354	+5%	+$31K	0.03%	419
2024 Q2	$575K	Sell	6,571 -1,002	-13%	-$81.4K	0.06%	207
2024 Q1	$607K	Sell	7,573 -162	-2%	-$11.9K	0.03%	363
2023 Q4	$507K	Sell	7,735 -442	-5%	-$26.7K	0.03%	346
2023 Q3	$468K	Buy	8,177 +513	+7%	+$29.5K	0.03%	335
2023 Q2	$429K	Buy	+7,664	New	+$423K	0.03%	378
2022 Q4	$450K	Buy	+7,919	New	+$445K	0.03%	375

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

CoreCap Advisors's SPMO Position: Q2 2026 in Review

CoreCap Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.7% in Q2 2026, buying an estimated $259K and bringing the position to 41,322 shares worth $6.68M. The position accounts for 0.2% of the portfolio, ranked #109.

CoreCap Advisors first reported a position in SPMO in Q4 2022 and has held it in 14 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

CoreCap Advisors held 41,322 shares of Invesco S&P 500 Momentum ETF worth $6.68M as of Q2 2026.
CoreCap Advisors bought 1,840 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $259K.
Invesco S&P 500 Momentum ETF made up 0.2% of CoreCap Advisors's portfolio in Q2 2026, its #109 holding.
CoreCap Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 14 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.