CMP
SPMO icon

Coston McIsaac & Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Coston McIsaac & Partners’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 		$0 Hold
1
– – ﹤0.01% 919
2026
Q1 		$0 Buy
+1
New +$118 ﹤0.01% 910

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coston McIsaac & Partners's SPMO Position: Q2 2026 in Review

Coston McIsaac & Partners held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Coston McIsaac & Partners first reported a position in SPMO in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Coston McIsaac & Partners held 1 share of Invesco S&P 500 Momentum ETF worth $0 as of Q2 2026.
  • Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #919 holding.
  • Coston McIsaac & Partners first reported a position in Invesco S&P 500 Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.