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Ferguson Shapiro’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ferguson Shapiro’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 		– Sell
-23,926
Closed -$2.85M – 101
2025
Q4 		$2.85M Hold
23,926
– – 0.88% 22
2025
Q3 		$2.9M Buy
+23,926
New +$2.79M 0.94% 14
2024
Q3 		– Sell
-15,234
Closed -$1.33M – 79
2024
Q2 		$1.33M Buy
+15,234
New +$1.24M 0.52% 21

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ferguson Shapiro's SPMO Position: Q1 2026 in Review

Ferguson Shapiro sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 23,926 shares — an estimated $2.85M sold.

Ferguson Shapiro first reported a position in SPMO in Q2 2024 and held it in 3 quarters. The position peaked at $2.9M in Q3 2025. 653 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Ferguson Shapiro reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Ferguson Shapiro sold 23,926 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $2.85M.
  • Ferguson Shapiro first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 3 quarters.
  • Ferguson Shapiro's Invesco S&P 500 Momentum ETF position peaked at $2.9M in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Ferguson Shapiro's 13F filing for Q1 2026, filed 23 Apr 2026.