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DF Dent & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

DF Dent & 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
Q1 		– Sell
-4,872
Closed -$581K – 278
2025
Q4 		$581K Sell
4,872
-2,473
-34% -$296K 0.01% 202
2025
Q3 		$889K Buy
+7,345
New +$856K 0.01% 187

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DF Dent & Co's SPMO Position: Q1 2026 in Review

DF Dent & Co sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 4,872 shares — an estimated $581K sold.

DF Dent & Co first reported a position in SPMO in Q3 2025 and held it in 2 quarters. The position peaked at $889K in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • DF Dent & Co reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • DF Dent & Co sold 4,872 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $581K.
  • DF Dent & Co first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and held it in 2 quarters.
  • DF Dent & Co's Invesco S&P 500 Momentum ETF position peaked at $889K in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.