Empirical Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Empirical Asset 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	$269K	Sell	1,664 -827	-33%	-$117K	0.06%	337
2026 Q1	$279K	Buy	2,491 +391	+19%	+$46.2K	0.07%	305
2025 Q4	$251K	Buy	+2,100	New	+$252K	0.07%	285

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

Empirical Asset Management's SPMO Position: Q2 2026 in Review

Empirical Asset Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 33% in Q2 2026, selling an estimated $117K and leaving 1,664 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #337.

Empirical Asset Management first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Empirical Asset Management held 1,664 shares of Invesco S&P 500 Momentum ETF worth $269K as of Q2 2026.
Empirical Asset Management sold 827 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $117K.
Invesco S&P 500 Momentum ETF made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #337 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Empirical Asset Management's Invesco S&P 500 Momentum ETF position peaked at $279K in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.