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

Insight 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 		$574K Sell
3,551
-470
-12% -$66.3K 0.1% 133
2026
Q1 		$451K Sell
4,021
-97
-2% -$11.5K 0.09% 145
2025
Q4 		$491K Sell
4,118
-85
-2% -$10.2K 0.07% 161
2025
Q3 		$509K Sell
4,203
-51
-1% -$5.94K 0.08% 155
2025
Q2 		$478K Sell
4,254
-751
-15% -$75K 0.08% 160
2025
Q1 		$463K Sell
5,005
-1,495
-23% -$146K 0.08% 158
2024
Q4 		$621K Sell
6,500
-954
-13% -$90.4K 0.1% 127
2024
Q3 		$676K Buy
7,454
+208
+3% +$18.2K 0.12% 123
2024
Q2 		$634K Sell
7,246
-292
-4% -$23.7K 0.11% 122
2024
Q1 		$605K Sell
7,538
-73
-1% -$5.38K 0.12% 133
2023
Q4 		$498K Sell
7,611
-185
-2% -$11.2K 0.11% 141
2023
Q3 		$447K Sell
7,796
-42
-0.5% -$2.41K 0.1% 152
2023
Q2 		$438K Sell
7,838
-31
-0.4% -$1.71K 0.1% 157
2023
Q1 		$429K Buy
7,869
+200
+3% +$11K 0.1% 174
2022
Q4 		$428K Sell
7,669
-453
-6% -$25.4K 0.15% 184
2022
Q3 		$409K Sell
8,122
-110
-1% -$5.96K 0.16% 169
2022
Q2 		$455K Sell
8,232
-1,910
-19% -$108K 0.15% 167
2022
Q1 		$620K Sell
10,142
-209
-2% -$12.6K 0.19% 137
2021
Q4 		$668K Buy
10,351
+71
+0.7% +$4.54K 0.2% 123
2021
Q3 		$669K Buy
10,280
+1,632
+19% +$100K 0.2% 132
2021
Q2 		$526K Buy
8,648
+3,114
+56% +$174K 0.17% 158
2021
Q1 		$309K Buy
5,534
+192
+4% +$10.2K 0.1% 255
2020
Q4 		$283K Buy
+5,342
New +$273K 0.11% 215

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

Insight Advisors's SPMO Position: Q2 2026 in Review

Insight Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, selling an estimated $66.3K and leaving 3,551 shares worth $574K. The position accounts for 0.1% of the portfolio, ranked #133.

Insight Advisors first reported a position in SPMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $676K in Q3 2024. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Insight Advisors held 3,551 shares of Invesco S&P 500 Momentum ETF worth $574K as of Q2 2026.
  • Insight Advisors sold 470 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $66.3K.
  • Invesco S&P 500 Momentum ETF made up 0.1% of Insight Advisors's portfolio in Q2 2026, its #133 holding.
  • Insight Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Invesco S&P 500 Momentum ETF position peaked at $676K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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