Fischer Investment Strategies’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fischer Investment Strategies’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	$22.6M	Sell	139,640 -12,514	-8%	-$1.76M	10.76%	2
2026 Q1	$17.1M	Sell	152,154 -49,234	-24%	-$5.82M	9.95%	4
2025 Q4	$24M	Sell	201,388 -53,156	-21%	-$6.37M	14%	1
2025 Q3	$30.8M	Buy	254,544 +154,557	+155%	+$18M	18.49%	1
2025 Q2	$11.2M	Buy	99,987 +81,707	+447%	+$8.16M	7.55%	4
2025 Q1	$1.69M	Sell	18,280 -121,553	-87%	-$11.9M	1.25%	20
2024 Q4	$13.3M	Buy	139,833 +16,097	+13%	+$1.53M	10.56%	3
2024 Q3	$11.2M	Buy	+123,736	New	+$10.8M	9.65%	2

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

Fischer Investment Strategies's SPMO Position: Q2 2026 in Review

Fischer Investment Strategies reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.2% in Q2 2026, selling an estimated $1.76M and leaving 139,640 shares worth $22.6M. The position accounts for 10.76% of the portfolio, ranked #2.

Fischer Investment Strategies first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.8M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Fischer Investment Strategies held 139,640 shares of Invesco S&P 500 Momentum ETF worth $22.6M as of Q2 2026.
Fischer Investment Strategies sold 12,514 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.76M.
Invesco S&P 500 Momentum ETF made up 10.76% of Fischer Investment Strategies's portfolio in Q2 2026, its #2 holding.
Fischer Investment Strategies first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Fischer Investment Strategies's Invesco S&P 500 Momentum ETF position peaked at $30.8M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.