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

Cypress Wealth Services’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	$5.82M	Sell	36,043 -10,375	-22%	-$1.46M	0.71%	34
2026 Q1	$5.2M	Buy	46,418 +3,318	+8%	+$392K	0.73%	38
2025 Q4	$5.14M	Buy	43,100 +18,456	+75%	+$2.21M	0.71%	33
2025 Q3	$2.98M	Sell	24,644 -260	-1%	-$30.3K	0.49%	45
2025 Q2	$2.8M	Buy	24,904 +1,211	+5%	+$121K	0.5%	43
2025 Q1	$2.19M	Buy	23,693 +1,879	+9%	+$184K	0.44%	51
2024 Q4	$2.07M	Buy	+21,814	New	+$2.07M	0.42%	51

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

Cypress Wealth Services's SPMO Position: Q2 2026 in Review

Cypress Wealth Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 22% in Q2 2026, selling an estimated $1.46M and leaving 36,043 shares worth $5.82M. The position accounts for 0.71% of the portfolio, ranked #34.

Cypress Wealth Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Cypress Wealth Services held 36,043 shares of Invesco S&P 500 Momentum ETF worth $5.82M as of Q2 2026.
Cypress Wealth Services sold 10,375 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.46M.
Invesco S&P 500 Momentum ETF made up 0.71% of Cypress Wealth Services's portfolio in Q2 2026, its #34 holding.
Cypress Wealth Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.