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 Q2	$115M	Buy	711,587 +483	+0.1%	+$68.1K	0.69%	29
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 $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

Equitable Holdings's SPMO Position: Q2 2026 in Review

Equitable Holdings increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.07% in Q2 2026, buying an estimated $68.1K and bringing the position to 711,587 shares worth $115M. The position accounts for 0.69% of the portfolio, ranked #29.

Equitable Holdings first reported a position in SPMO in Q4 2022 and has held it in 12 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Equitable Holdings held 711,587 shares of Invesco S&P 500 Momentum ETF worth $115M as of Q2 2026.
Equitable Holdings bought 483 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $68.1K.
Invesco S&P 500 Momentum ETF made up 0.69% of Equitable Holdings's portfolio in Q2 2026, its #29 holding.
Equitable Holdings first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 12 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.