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

CreativeOne Wealth’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	$23.3M	Sell	144,435 -40,945	-22%	-$5.77M	0.5%	35
2026 Q1	$20.8M	Buy	185,380 +15,215	+9%	+$1.8M	0.48%	40
2025 Q4	$20.3M	Buy	170,165 +49,819	+41%	+$5.97M	0.49%	39
2025 Q3	$14.6M	Sell	120,346 -4,459	-4%	-$519K	0.36%	53
2025 Q2	$14M	Buy	124,805 +5,747	+5%	+$574K	0.37%	55
2025 Q1	$11M	Sell	119,058 -8,073	-6%	-$790K	0.33%	59
2024 Q4	$12.1M	Buy	127,131 +124,831	+5,427%	+$11.8M	0.37%	56
2024 Q3	$208K	Buy	+2,300	New	+$201K	0.01%	895

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

CreativeOne Wealth's SPMO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 22% in Q2 2026, selling an estimated $5.77M and leaving 144,435 shares worth $23.3M. The position accounts for 0.5% of the portfolio, ranked #35.

CreativeOne Wealth first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

CreativeOne Wealth held 144,435 shares of Invesco S&P 500 Momentum ETF worth $23.3M as of Q2 2026.
CreativeOne Wealth sold 40,945 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.77M.
Invesco S&P 500 Momentum ETF made up 0.5% of CreativeOne Wealth's portfolio in Q2 2026, its #35 holding.
CreativeOne Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.