D.A. Davidson & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

D.A. Davidson & Co’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	$336K	Sell	2,083 -8,538	-80%	-$1.2M	﹤0.01%	1354
2026 Q1	$1.19M	Sell	10,621 -14,500	-58%	-$1.71M	0.01%	865
2025 Q4	$3M	Sell	25,121 -313	-1%	-$37.5K	0.02%	539
2025 Q3	$3.08M	Buy	25,434 +372	+1%	+$43.3K	0.02%	508
2025 Q2	$2.82M	Buy	25,062 +209	+0.8%	+$20.9K	0.02%	499
2025 Q1	$2.3M	Buy	24,853 +15,267	+159%	+$1.49M	0.02%	531
2024 Q4	$911K	Buy	9,586 +134	+1%	+$12.7K	0.01%	810
2024 Q3	$857K	Buy	9,452 +840	+10%	+$73.5K	0.01%	824
2024 Q2	$753K	Buy	+8,612	New	+$700K	0.01%	833

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

D.A. Davidson & Co's SPMO Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 80% in Q2 2026, selling an estimated $1.2M and leaving 2,083 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

D.A. Davidson & Co first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.08M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

D.A. Davidson & Co held 2,083 shares of Invesco S&P 500 Momentum ETF worth $336K as of Q2 2026.
D.A. Davidson & Co sold 8,538 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.2M.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1354 holding.
D.A. Davidson & Co first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
D.A. Davidson & Co's Invesco S&P 500 Momentum ETF position peaked at $3.08M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.