J. M. Brown & Associates’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

J. M. Brown & Associates’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	$1.19M	Buy	+7,367	New	+$1.04M	0.68%	36

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

J. M. Brown & Associates's SPMO Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 7,367 shares worth $1.19M. The stake represents 0.68% of the portfolio and ranks #36 among its holdings.

732 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

J. M. Brown & Associates held 7,367 shares of Invesco S&P 500 Momentum ETF worth $1.19M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new J. M. Brown & Associates position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.68% of J. M. Brown & Associates's portfolio in Q2 2026, its #36 holding.
732 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.