GRP
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Global Retirement Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Global Retirement Partners’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 		$10.6M Buy
+65,912
New +$9.29M 0.16% 119
2025
Q4 		$7.25M Buy
60,774
+1,974
+3% +$237K 0.13% 154
2025
Q3 		$7.12M Sell
58,800
-1,406
-2% -$164K 0.16% 118
2025
Q2 		$6.77M Buy
+60,206
New +$6.01M 0.17% 115
2024
Q4 		$1.88M Buy
19,814
+11,217
+130% +$1.06M 0.05% 309
2024
Q3 		$779K Sell
8,597
-1,611
-16% -$141K 0.02% 504
2024
Q2 		$893K Sell
10,208
-357
-3% -$29K 0.03% 445
2024
Q1 		$848K Sell
10,565
-219
-2% -$16.1K 0.03% 395
2023
Q4 		$718K Sell
10,784
-706
-6% -$42.7K 0.03% 412
2023
Q3 		$654K Buy
11,490
+464
+4% +$26.7K 0.03% 378
2023
Q2 		$617K Sell
11,026
-563
-5% -$31.1K 0.03% 405
2023
Q1 		$636K Buy
11,589
+9,532
+463% +$523K 0.03% 382
2022
Q4 		$117K Sell
2,057
-898
-30% -$50.4K 0.01% 764
2022
Q3 		$169K Buy
2,955
+577
+24% +$31.3K 0.01% 618
2022
Q2 		$123K Buy
2,378
+154
+7% +$8.67K 0.01% 680
2022
Q1 		$122K Buy
+2,224
New +$134K 0.01% 695

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Retirement Partners's SPMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 65,912 shares worth $10.6M. The stake represents 0.16% of the portfolio and ranks #119 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPMO as recently as Q4 2025.

Global Retirement Partners first reported a position in SPMO in Q1 2022 and has held it in 16 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Global Retirement Partners held 65,912 shares of Invesco S&P 500 Momentum ETF worth $10.6M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.16% of Global Retirement Partners's portfolio in Q2 2026, its #119 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Momentum ETF in Q1 2022 and has held it in 16 quarters since.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.