John Overdeck’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

John Overdeck’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	-2,300	Closed	-$258K	–	5409
2026 Q1	$258K	Buy	+2,300	New	+$272K	﹤0.01%	4159
2025 Q4	–	Sell	-543,500	Closed	-$65.8M	–	4406
2025 Q3	$65.8M	Buy	543,500 +106,100	+24%	+$12.4M	0.1%	270
2025 Q2	$49.2M	Buy	+437,400	New	+$43.7M	0.09%	286
2024 Q3	–	Sell	-146,600	Closed	-$12.8M	–	3324
2024 Q2	$12.8M	Buy	+146,600	New	+$11.9M	0.03%	614

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

John Overdeck's SPMO Position: Q2 2026 in Review

John Overdeck sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 2,300 shares — an estimated $258K sold.

John Overdeck first reported a position in SPMO in Q2 2024 and held it in 4 quarters. The position peaked at $65.8M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

John Overdeck reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 2,300 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $258K.
John Overdeck first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and held it in 4 quarters.
John Overdeck's Invesco S&P 500 Momentum ETF position peaked at $65.8M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.