J.W. Cole Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

J.W. Cole 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	$6.98M	Buy	43,182 +7,591	+21%	+$1.07M	0.12%	177
2026 Q1	$3.99M	Buy	35,591 +15,114	+74%	+$1.79M	0.13%	141
2025 Q4	$2.39M	Buy	20,477 +5,893	+40%	+$706K	0.06%	331
2025 Q3	$1.77M	Buy	14,584 +1,726	+13%	+$201K	0.03%	510
2025 Q2	$1.45M	Buy	12,858 +5,834	+83%	+$582K	0.03%	539
2025 Q1	$650K	Buy	7,024 +1,011	+17%	+$98.9K	0.02%	692
2024 Q4	$571K	Sell	6,013 -417	-6%	-$39.5K	0.02%	565
2024 Q3	$583K	Buy	6,430 +3,400	+112%	+$298K	0.02%	549
2024 Q2	$265K	Sell	3,030 -44	-1%	-$3.57K	0.01%	751
2024 Q1	$247K	Buy	+3,074	New	+$226K	0.01%	764
2023 Q2	–	Sell	-3,880	Closed	-$212K	–	812
2023 Q1	$212K	Hold	3,880	–	–	0.02%	713
2022 Q4	$220K	Buy	+3,880	New	+$218K	0.02%	655

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

J.W. Cole Advisors's SPMO Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 21% in Q2 2026, buying an estimated $1.07M and bringing the position to 43,182 shares worth $6.98M. The position accounts for 0.12% of the portfolio, ranked #177.

J.W. Cole Advisors first reported a position in SPMO in Q4 2022 and has held it in 12 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

J.W. Cole Advisors held 43,182 shares of Invesco S&P 500 Momentum ETF worth $6.98M as of Q2 2026.
J.W. Cole Advisors bought 7,591 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.07M.
Invesco S&P 500 Momentum ETF made up 0.12% of J.W. Cole Advisors's portfolio in Q2 2026, its #177 holding.
J.W. Cole Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 12 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.