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Evolve Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Evolve Private Wealth’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 		$279K Buy
+1,725
New +$243K 0.02% 768
2026
Q1 		– Sell
-1,725
Closed -$206K – 1054
2025
Q4 		$206K Buy
+1,725
New +$207K 0.01% 862

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolve Private Wealth's SPMO Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,725 shares worth $279K. The stake represents 0.02% of the portfolio and ranks #768 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in SPMO as recently as Q4 2025.

Evolve Private Wealth first reported a position in SPMO in Q4 2025 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Evolve Private Wealth held 1,725 shares of Invesco S&P 500 Momentum ETF worth $279K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Evolve Private Wealth position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #768 holding.
  • Evolve Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.