Fulcrum Equity Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Fulcrum Equity Management’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	$2.27M	Buy	14,031 +10,901	+348%	+$1.54M	1.66%	10
2026 Q1	$351K	Sell	3,130 -16	-0.5%	-$1.89K	0.34%	75
2025 Q4	$375K	Sell	3,146 -1,093	-26%	-$131K	0.36%	67
2025 Q3	$513K	Buy	4,239 +122	+3%	+$14.2K	0.52%	49
2025 Q2	$463K	Buy	4,117 +1,938	+89%	+$193K	0.48%	52
2025 Q1	$202K	Sell	2,179 -44	-2%	-$4.31K	0.22%	95
2024 Q4	$211K	Buy	+2,223	New	+$211K	0.21%	107
2024 Q3	–	Sell	-3,772	Closed	-$330K	–	154
2024 Q2	$330K	Sell	3,772 -17,862	-83%	-$1.45M	0.3%	98
2024 Q1	$1.74M	Buy	+21,634	New	+$1.59M	2.05%	7

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

Fulcrum Equity Management's SPMO Position: Q2 2026 in Review

Fulcrum Equity Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 348% in Q2 2026, buying an estimated $1.54M and bringing the position to 14,031 shares worth $2.27M. The position accounts for 1.66% of the portfolio, ranked #10.

Fulcrum Equity Management first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Fulcrum Equity Management held 14,031 shares of Invesco S&P 500 Momentum ETF worth $2.27M as of Q2 2026.
Fulcrum Equity Management bought 10,901 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.54M.
Invesco S&P 500 Momentum ETF made up 1.66% of Fulcrum Equity Management's portfolio in Q2 2026, its #10 holding.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.