Fortis Capital Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fortis Capital Advisors’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	$3.72M	Buy	23,022 +14,677	+176%	+$2.07M	0.42%	42
2026 Q1	$936K	Sell	8,345 -3,466	-29%	-$410K	0.12%	145
2025 Q4	$1.41M	Buy	11,811 +9,636	+443%	+$1.15M	0.21%	76
2025 Q3	$263K	Buy	+2,175	New	+$253K	0.04%	237

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

Fortis Capital Advisors's SPMO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 176% in Q2 2026, buying an estimated $2.07M and bringing the position to 23,022 shares worth $3.72M. The position accounts for 0.42% of the portfolio, ranked #42.

Fortis Capital Advisors first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Fortis Capital Advisors held 23,022 shares of Invesco S&P 500 Momentum ETF worth $3.72M as of Q2 2026.
Fortis Capital Advisors bought 14,677 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.07M.
Invesco S&P 500 Momentum ETF made up 0.42% of Fortis Capital Advisors's portfolio in Q2 2026, its #42 holding.
Fortis Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.