Cornerstone Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Cornerstone Wealth Management’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	$7.03M	Buy	43,530 +929	+2%	+$131K	0.3%	83
2026 Q1	$4.78M	Buy	42,601 +1,151	+3%	+$136K	0.24%	101
2025 Q4	$4.95M	Buy	41,450 +1,733	+4%	+$208K	0.26%	92
2025 Q3	$4.81M	Buy	39,717 +26,829	+208%	+$3.13M	0.27%	88
2025 Q2	$1.45M	Buy	12,888 +2,305	+22%	+$230K	0.09%	193
2025 Q1	$979K	Buy	+10,583	New	+$1.04M	0.07%	245

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

Cornerstone Wealth Management's SPMO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.2% in Q2 2026, buying an estimated $131K and bringing the position to 43,530 shares worth $7.03M. The position accounts for 0.3% of the portfolio, ranked #83.

Cornerstone Wealth Management first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cornerstone Wealth Management held 43,530 shares of Invesco S&P 500 Momentum ETF worth $7.03M as of Q2 2026.
Cornerstone Wealth Management bought 929 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $131K.
Invesco S&P 500 Momentum ETF made up 0.3% of Cornerstone Wealth Management's portfolio in Q2 2026, its #83 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.