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

Envestnet 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 Q1	$151M	Buy	1,351,256 +29,547	+2%	+$3.49M	0.04%	403
2025 Q4	$158M	Sell	1,321,709 -2,774,294	-68%	-$332M	0.05%	365
2025 Q3	$496M	Sell	4,096,003 -4,070,534	-50%	-$474M	0.14%	116
2025 Q2	$918M	Buy	8,166,537 +2,151,980	+36%	+$215M	0.27%	68
2025 Q1	$557M	Buy	6,014,557 +1,770,226	+42%	+$173M	0.18%	101
2024 Q4	$403M	Sell	4,244,331 -1,207,323	-22%	-$114M	0.13%	134
2024 Q3	$494M	Sell	5,451,654 -9,482	-0.2%	-$830K	0.16%	113
2024 Q2	$478M	Buy	5,461,136 +1,456,957	+36%	+$118M	0.17%	109
2024 Q1	$321M	Buy	4,004,179 +3,970,445	+11,770%	+$293M	0.12%	166
2023 Q4	$2.21M	Sell	33,734 -8,012	-19%	-$484K	﹤0.01%	2410
2023 Q3	$2.39M	Buy	41,746 +300	+0.7%	+$17.2K	﹤0.01%	2271
2023 Q2	$2.32M	Sell	41,446 -88,858	-68%	-$4.9M	﹤0.01%	2192
2023 Q1	$7.11M	Buy	130,304 +54,342	+72%	+$2.98M	﹤0.01%	1446
2022 Q4	$4.31M	Buy	75,962 +48,284	+174%	+$2.71M	﹤0.01%	1686
2022 Q3	$1.39M	Buy	27,678 +6,819	+33%	+$370K	﹤0.01%	2306
2022 Q2	$1.08M	Buy	+20,859	New	+$1.17M	﹤0.01%	2524

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management's SPMO Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.2% in Q1 2026, buying an estimated $3.49M and bringing the position to 1,351,256 shares worth $151M. The position accounts for 0.04% of the portfolio, ranked #403.

Envestnet Asset Management first reported a position in SPMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $918M in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Envestnet Asset Management held 1,351,256 shares of Invesco S&P 500 Momentum ETF worth $151M as of Q1 2026.
Envestnet Asset Management bought 29,547 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $3.49M.
Invesco S&P 500 Momentum ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #403 holding.
Envestnet Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2022 and has held it in 16 quarters since.
Envestnet Asset Management's Invesco S&P 500 Momentum ETF position peaked at $918M in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.