International Assets Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

International Assets Investment 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	$1.4M	Buy	8,983 +2,577	+40%	+$363K	0.08%	215
2026 Q1	$733K	Sell	6,406 -156	-2%	-$18.4K	0.05%	330
2025 Q4	$783K	Sell	6,562 -3,926	-37%	-$471K	0.05%	309
2025 Q3	$1.16M	Hold	10,488	–	–	0.09%	206
2025 Q2	$1.18M	Buy	+10,488	New	+$1.05M	0.1%	201

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

International Assets Investment Management's SPMO Position: Q2 2026 in Review

International Assets Investment Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 40% in Q2 2026, buying an estimated $363K and bringing the position to 8,983 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #215.

International Assets Investment Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

International Assets Investment Management held 8,983 shares of Invesco S&P 500 Momentum ETF worth $1.4M as of Q2 2026.
International Assets Investment Management bought 2,577 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $363K.
Invesco S&P 500 Momentum ETF made up 0.08% of International Assets Investment Management's portfolio in Q2 2026, its #215 holding.
International Assets Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.