Evolution Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Evolution Wealth 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	$5.35M	Buy	33,146 +8,977	+37%	+$1.27M	3.15%	5
2026 Q1	$2.71M	Buy	24,169 +11,507	+91%	+$1.36M	1.98%	10
2025 Q4	$1.51M	Buy	12,662 +5,252	+71%	+$629K	1.25%	17
2025 Q3	$897K	Buy	7,410 +6,107	+469%	+$711K	0.92%	25
2025 Q2	$147K	Buy	+1,303	New	+$130K	0.18%	96

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

Evolution Wealth Management's SPMO Position: Q2 2026 in Review

Evolution Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 37% in Q2 2026, buying an estimated $1.27M and bringing the position to 33,146 shares worth $5.35M. The position accounts for 3.15% of the portfolio, ranked #5.

Evolution Wealth Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Evolution Wealth Management held 33,146 shares of Invesco S&P 500 Momentum ETF worth $5.35M as of Q2 2026.
Evolution Wealth Management bought 8,977 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.27M.
Invesco S&P 500 Momentum ETF made up 3.15% of Evolution Wealth Management's portfolio in Q2 2026, its #5 holding.
Evolution Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.