Family Investment Center’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Family Investment Center’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	$53.3M	Sell	330,159 -29,131	-8%	-$4.11M	8.86%	3
2026 Q1	$40.3M	Sell	359,290 -17,043	-5%	-$2.01M	7.75%	4
2025 Q4	$44.9M	Buy	376,333 +5,982	+2%	+$717K	9.07%	4
2025 Q3	$44.8M	Sell	370,351 -53,490	-13%	-$6.23M	9.31%	4
2025 Q2	$47.7M	Buy	423,841 +16,644	+4%	+$1.66M	10.8%	2
2025 Q1	$37.7M	Buy	407,197 +95,984	+31%	+$9.39M	9.21%	4
2024 Q4	$29.6M	Buy	311,213 +17,939	+6%	+$1.7M	7.5%	3
2024 Q3	$26.6M	Buy	293,274 +4,245	+1%	+$371K	6.68%	4
2024 Q2	$25.3M	Buy	289,029 +11,333	+4%	+$921K	7.55%	3
2024 Q1	$22.3M	Buy	+277,696	New	+$20.5M	7.18%	4

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

Family Investment Center's SPMO Position: Q2 2026 in Review

Family Investment Center reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.1% in Q2 2026, selling an estimated $4.11M and leaving 330,159 shares worth $53.3M. The position accounts for 8.86% of the portfolio, ranked #3.

Family Investment Center first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Family Investment Center held 330,159 shares of Invesco S&P 500 Momentum ETF worth $53.3M as of Q2 2026.
Family Investment Center sold 29,131 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $4.11M.
Invesco S&P 500 Momentum ETF made up 8.86% of Family Investment Center's portfolio in Q2 2026, its #3 holding.
Family Investment Center first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.