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

GeoWealth 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	$3.85M	Buy	23,845 +19,241	+418%	+$2.71M	0.12%	101
2026 Q1	$516K	Sell	4,604 -18,742	-80%	-$2.21M	0.02%	469
2025 Q4	$2.79M	Sell	23,346 -35,699	-60%	-$4.28M	0.1%	123
2025 Q3	$7.15M	Buy	59,045 +8,156	+16%	+$950K	0.26%	50
2025 Q2	$5.72M	Buy	50,889 +43,442	+583%	+$4.34M	0.22%	57
2025 Q1	$689K	Sell	7,447 -9,506	-56%	-$930K	0.03%	360
2024 Q4	$1.61M	Buy	16,953 +13,560	+400%	+$1.29M	0.05%	206
2024 Q3	$308K	Sell	3,393 -53,516	-94%	-$4.68M	0.01%	597
2024 Q2	$4.98M	Buy	56,909 +55,725	+4,707%	+$4.53M	0.22%	72
2024 Q1	$95K	Buy	+1,184	New	+$87.2K	﹤0.01%	775
2023 Q4	–	Sell	-4,465	Closed	-$256K	–	723
2023 Q3	$256K	Buy	+4,465	New	+$256K	0.03%	252

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

GeoWealth Management's SPMO Position: Q2 2026 in Review

GeoWealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 418% in Q2 2026, buying an estimated $2.71M and bringing the position to 23,845 shares worth $3.85M. The position accounts for 0.12% of the portfolio, ranked #101.

GeoWealth Management first reported a position in SPMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.15M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

GeoWealth Management held 23,845 shares of Invesco S&P 500 Momentum ETF worth $3.85M as of Q2 2026.
GeoWealth Management bought 19,241 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.71M.
Invesco S&P 500 Momentum ETF made up 0.12% of GeoWealth Management's portfolio in Q2 2026, its #101 holding.
GeoWealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2023 and has held it in 11 quarters since.
GeoWealth Management's Invesco S&P 500 Momentum ETF position peaked at $7.15M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.