Detalus Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Detalus Advisors’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	$9.64M	Sell	59,679 -16,477	-22%	-$2.32M	1.88%	9
2026 Q1	$8.54M	Buy	76,156 +4,996	+7%	+$590K	1.95%	10
2025 Q4	$8.49M	Buy	71,160 +31,207	+78%	+$3.74M	2.07%	8
2025 Q3	$4.84M	Sell	39,953 -1,249	-3%	-$145K	1.25%	19
2025 Q2	$4.63M	Sell	41,202 -1,428	-3%	-$143K	1.34%	16
2025 Q1	$3.94M	Buy	42,630 +2,033	+5%	+$199K	1.24%	17
2024 Q4	$3.86M	Buy	+40,597	New	+$3.85M	1.27%	16
2023 Q1	–	Sell	-40,341	Closed	-$2.29M	–	151
2022 Q4	$2.29M	Buy	+40,341	New	+$2.27M	1.12%	21

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

Detalus Advisors's SPMO Position: Q2 2026 in Review

Detalus Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 22% in Q2 2026, selling an estimated $2.32M and leaving 59,679 shares worth $9.64M. The position accounts for 1.88% of the portfolio, ranked #9.

Detalus Advisors first reported a position in SPMO in Q4 2022 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Detalus Advisors held 59,679 shares of Invesco S&P 500 Momentum ETF worth $9.64M as of Q2 2026.
Detalus Advisors sold 16,477 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.32M.
Invesco S&P 500 Momentum ETF made up 1.88% of Detalus Advisors's portfolio in Q2 2026, its #9 holding.
Detalus Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 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 Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.