Costello Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Costello Asset 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	$1.61K	Hold	10	–	–	﹤0.01%	668
2026 Q1	$1.12K	Hold	10	–	–	﹤0.01%	649
2025 Q4	$1.19K	Sell	10 -107	-91%	-$12.8K	﹤0.01%	655
2025 Q3	$14.2K	Hold	117	–	–	﹤0.01%	426
2025 Q2	$13.2K	Hold	117	–	–	0.01%	440
2025 Q1	$10.8K	Buy	+117	New	+$11.4K	﹤0.01%	446

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

Costello Asset Management's SPMO Position: Q2 2026 in Review

Costello Asset Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 10 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Costello Asset Management first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2K in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Costello Asset Management held 10 shares of Invesco S&P 500 Momentum ETF worth $1.61K as of Q2 2026.
Costello Asset Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #668 holding.
Costello Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Invesco S&P 500 Momentum ETF position peaked at $14.2K in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.