Global Trust Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Global Trust Asset 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	$84.8K	Buy	525 +375	+250%	+$52.9K	0.03%	205
2026 Q1	$16.8K	Buy	+150	New	+$17.7K	0.01%	331
2025 Q3	–	Sell	-775	Closed	-$87.2K	–	524
2025 Q2	$87.2K	Buy	+775	New	+$77.4K	0.05%	227
2025 Q1	–	Sell	-430	Closed	-$40.9K	–	524
2024 Q4	$40.9K	Buy	430 +210	+95%	+$19.9K	0.02%	301
2024 Q3	$19.9K	Buy	+220	New	+$19.3K	0.01%	344
2024 Q2	–	Sell	-430	Closed	-$34.5K	–	476
2024 Q1	$34.5K	Buy	+430	New	+$31.7K	0.01%	283

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

Global Trust Asset Management's SPMO Position: Q2 2026 in Review

Global Trust Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 250% in Q2 2026, buying an estimated $52.9K and bringing the position to 525 shares worth $84.8K. The position accounts for 0.03% of the portfolio, ranked #205.

Global Trust Asset Management first reported a position in SPMO in Q1 2024 and has held it in 6 quarters since. The position peaked at $87.2K in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Global Trust Asset Management held 525 shares of Invesco S&P 500 Momentum ETF worth $84.8K as of Q2 2026.
Global Trust Asset Management bought 375 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $52.9K.
Invesco S&P 500 Momentum ETF made up 0.03% of Global Trust Asset Management's portfolio in Q2 2026, its #205 holding.
Global Trust Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 6 quarters since.
Global Trust Asset Management's Invesco S&P 500 Momentum ETF position peaked at $87.2K in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.