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

HighTower 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	$54.7M	Buy	338,517 +52,456	+18%	+$7.39M	0.05%	356
2026 Q1	$32.1M	Buy	286,061 +3,399	+1%	+$402K	0.03%	472
2025 Q4	$33.7M	Buy	282,662 +39,262	+16%	+$4.71M	0.04%	455
2025 Q3	$29.5M	Buy	243,400 +72,935	+43%	+$8.5M	0.03%	488
2025 Q2	$19.2M	Buy	170,465 +76,212	+81%	+$7.61M	0.02%	571
2025 Q1	$8.72M	Buy	94,253 +36,666	+64%	+$3.59M	0.01%	819
2024 Q4	$5.47M	Buy	57,587 +6,460	+13%	+$612K	0.01%	1011
2024 Q3	$4.64M	Sell	51,127 -6,859	-12%	-$600K	0.01%	1067
2024 Q2	$5.07M	Buy	57,986 +16,628	+40%	+$1.35M	0.01%	1002
2024 Q1	$3.33M	Buy	+41,358	New	+$3.05M	0.01%	1153

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

HighTower Advisors's SPMO Position: Q2 2026 in Review

HighTower Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 18% in Q2 2026, buying an estimated $7.39M and bringing the position to 338,517 shares worth $54.7M. The position accounts for 0.05% of the portfolio, ranked #356.

HighTower Advisors first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

HighTower Advisors held 338,517 shares of Invesco S&P 500 Momentum ETF worth $54.7M as of Q2 2026.
HighTower Advisors bought 52,456 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $7.39M.
Invesco S&P 500 Momentum ETF made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #356 holding.
HighTower Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.