Equitable Holdings’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Equitable Holdings’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	$84.5M	Buy	711,104 +130,952	+23%	+$15.5M	0.54%	42
2025 Q4	$69.2M	Buy	580,152 +143,235	+33%	+$17.2M	0.47%	45
2025 Q3	$52.9M	Buy	436,917 +97,259	+29%	+$11.3M	0.39%	54
2025 Q2	$38.2M	Buy	339,658 +30,698	+10%	+$3.06M	0.31%	70
2025 Q1	$28.6M	Buy	308,960 +226,416	+274%	+$22.2M	0.27%	89
2024 Q4	$7.84M	Buy	82,544 +32,330	+64%	+$3.06M	0.07%	212
2024 Q3	$4.55M	Buy	50,214 +33,903	+208%	+$2.97M	0.04%	297
2024 Q2	$1.43M	Buy	16,311 +10,212	+167%	+$829K	0.02%	558
2024 Q1	$489K	Buy	+6,099	New	+$449K	0.01%	812
2023 Q2	–	Sell	-4,481	Closed	-$244K	–	1069
2023 Q1	$244K	Sell	4,481 -2,231	-33%	-$122K	﹤0.01%	858
2022 Q4	$381K	Buy	+6,712	New	+$377K	0.01%	677

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Equitable Holdings's SPMO Position: Q1 2026 in Review

Equitable Holdings increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 23% in Q1 2026, buying an estimated $15.5M and bringing the position to 711,104 shares worth $84.5M. The position accounts for 0.54% of the portfolio, ranked #42.

Equitable Holdings first reported a position in SPMO in Q4 2022 and has held it in 11 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Equitable Holdings held 711,104 shares of Invesco S&P 500 Momentum ETF worth $84.5M as of Q1 2026.
Equitable Holdings bought 130,952 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $15.5M.
Invesco S&P 500 Momentum ETF made up 0.54% of Equitable Holdings's portfolio in Q1 2026, its #42 holding.
Equitable Holdings first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 11 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.