Envestnet Portfolio Solutions’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Envestnet Portfolio Solutions’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	$2.64M	Buy	16,334 +4,854	+42%	+$684K	0.01%	446
2026 Q1	$1.29M	Sell	11,480 -36,645	-76%	-$4.33M	0.01%	561
2025 Q4	$5.74M	Sell	48,125 -19,005	-28%	-$2.28M	0.02%	340
2025 Q3	$8.13M	Sell	67,130 -87,053	-56%	-$10.1M	0.03%	260
2025 Q2	$17.3M	Sell	154,183 -1,300	-0.8%	-$130K	0.06%	146
2025 Q1	$14.4M	Buy	155,483 +47,752	+44%	+$4.67M	0.06%	170
2024 Q4	$10.2M	Sell	107,731 -27,477	-20%	-$2.6M	0.03%	246
2024 Q3	$12.3M	Sell	135,208 -8,055	-6%	-$705K	0.04%	217
2024 Q2	$12.5M	Buy	143,263 +26,876	+23%	+$2.18M	0.04%	196
2024 Q1	$9.34M	Buy	+116,387	New	+$8.57M	0.04%	238

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

Envestnet Portfolio Solutions's SPMO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 42% in Q2 2026, buying an estimated $684K and bringing the position to 16,334 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #446.

Envestnet Portfolio Solutions first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.3M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Envestnet Portfolio Solutions held 16,334 shares of Invesco S&P 500 Momentum ETF worth $2.64M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,854 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $684K.
Invesco S&P 500 Momentum ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #446 holding.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Invesco S&P 500 Momentum ETF position peaked at $17.3M in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.