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

Darwin Wealth 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	$266K	Buy	1,648 +1	+0.1%	+$141	0.07%	125
2026 Q1	$185K	Buy	1,647 +1	+0.1%	+$118	0.06%	140
2025 Q4	$196K	Sell	1,646 -12	-0.7%	-$1.44K	0.06%	134
2025 Q3	$201K	Buy	1,658 +12	+0.7%	+$1.4K	0.06%	131
2025 Q2	$185K	Sell	1,646 -95	-5%	-$9.48K	0.06%	130
2025 Q1	$165K	Hold	1,741	–	–	0.06%	140
2024 Q4	$165K	Hold	1,741	–	–	0.06%	140
2024 Q3	$158K	Buy	+1,741	New	+$152K	0.04%	160
2020 Q2	–	Sell	-3,787	Closed	-$135K	–	677
2020 Q1	$135K	Buy	+3,787	New	+$155K	0.04%	159
2019 Q2	–	Sell	-5,270	Closed	-$207K	–	155
2019 Q1	$207K	Sell	5,270 -1,569	-23%	-$58.5K	0.07%	141
2018 Q4	$231K	Sell	6,839 -2,861	-29%	-$104K	0.16%	88
2018 Q3	$394K	Buy	9,700 +2,492	+35%	+$97.7K	0.22%	78
2018 Q2	$268K	Sell	7,208 -5,981	-45%	-$220K	0.17%	105
2018 Q1	$465K	Buy	+13,189	New	+$478K	0.34%	66

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

Darwin Wealth Management's SPMO Position: Q2 2026 in Review

Darwin Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.06% in Q2 2026, buying an estimated $141 and bringing the position to 1,648 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #125.

Darwin Wealth Management first reported a position in SPMO in Q1 2018 and has held it in 14 quarters since. The position peaked at $465K in Q1 2018. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Darwin Wealth Management held 1,648 shares of Invesco S&P 500 Momentum ETF worth $266K as of Q2 2026.
Darwin Wealth Management bought 1 Invesco S&P 500 Momentum ETF share in Q2 2026, an estimated $141.
Invesco S&P 500 Momentum ETF made up 0.07% of Darwin Wealth Management's portfolio in Q2 2026, its #125 holding.
Darwin Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2018 and has held it in 14 quarters since.
Darwin Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $465K in Q1 2018.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.