JY
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Jeff Yass’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Jeff Yass’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 		– Sell
-15,134
Closed -$2.13M – 14463
2026
Q1 		$1.7M Sell
15,134
-1,290
-8% -$152K ﹤0.01% 6565
2025
Q4 		$1.96M Buy
16,424
+14,473
+742% +$1.73M ﹤0.01% 5702
2025
Q3 		$236K Buy
+1,951
New +$227K ﹤0.01% 10626
2025
Q2 		– Sell
-68,505
Closed -$6.34M – 13656
2025
Q1 		$6.34M Buy
68,505
+58,297
+571% +$5.71M ﹤0.01% 3210
2024
Q4 		$970K Sell
10,208
-2,574
-20% -$244K ﹤0.01% 7026
2024
Q3 		$1.16M Sell
12,782
-9,245
-42% -$809K ﹤0.01% 6452
2024
Q2 		$1.93M Buy
22,027
+7,616
+53% +$619K ﹤0.01% 5175
2024
Q1 		$1.16M Buy
14,411
+1,714
+13% +$126K ﹤0.01% 6537
2023
Q4 		$832K Buy
12,697
+8,048
+173% +$487K ﹤0.01% 7436
2023
Q3 		$266K Sell
4,649
-3,637
-44% -$209K ﹤0.01% 9618
2023
Q2 		$464K Sell
8,286
-1,983
-19% -$109K ﹤0.01% 8501
2023
Q1 		$560K Buy
10,269
+2,328
+29% +$128K ﹤0.01% 8284
2022
Q4 		$451K Sell
7,941
-2,912
-27% -$164K ﹤0.01% 8140
2022
Q3 		$546K Buy
+10,853
New +$588K ﹤0.01% 8251
2022
Q2 		– Sell
-17,102
Closed -$1.05M – 13881
2022
Q1 		$1.05M Buy
17,102
+8,599
+101% +$519K ﹤0.01% 6994
2021
Q4 		$549K Buy
+8,503
New +$543K ﹤0.01% 8936
2021
Q3 		– Sell
-5,510
Closed -$327K – 13509
2021
Q2 		$327K Sell
5,510
-22,158
-80% -$1.24M ﹤0.01% 10580
2021
Q1 		$1.47M Sell
27,668
-39,699
-59% -$2.11M ﹤0.01% 6699
2020
Q4 		$3.56M Buy
67,367
+11,736
+21% +$600K ﹤0.01% 4008
2020
Q3 		$2.78M Buy
55,631
+49,591
+821% +$2.37M ﹤0.01% 4003
2020
Q2 		$264K Sell
6,040
-25,668
-81% -$1.05M ﹤0.01% 8579
2020
Q1 		$1.14M Buy
31,708
+12,800
+68% +$525K ﹤0.01% 5093
2019
Q4 		$792K Buy
+18,908
New +$771K ﹤0.01% 5982
2019
Q2 		– Sell
-19,795
Closed -$777K – 10796
2019
Q1 		$777K Buy
19,795
+12,361
+166% +$461K ﹤0.01% 5490
2018
Q4 		$251K Buy
+7,434
New +$271K ﹤0.01% 7338

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

Jeff Yass's SPMO Position: Q2 2026 in Review

Jeff Yass sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 15,134 shares — an estimated $2.13M sold.

Jeff Yass first reported a position in SPMO in Q4 2018 and held it in 25 quarters. The position peaked at $6.34M in Q1 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Jeff Yass reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 15,134 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.13M.
  • Jeff Yass first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and held it in 25 quarters.
  • Jeff Yass's Invesco S&P 500 Momentum ETF position peaked at $6.34M in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.