Jones Financial Companies’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Jones Financial Companies’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	$111M	Buy	721,878 +260,137	+56%	+$36.7M	0.04%	226
2026 Q1	$50.9M	Buy	461,741 +129,425	+39%	+$15.3M	0.02%	337
2025 Q4	$39.7M	Buy	332,316 +124,491	+60%	+$14.9M	0.02%	212
2025 Q3	$25.1M	Buy	207,825 +137,972	+198%	+$16.1M	0.02%	253
2025 Q2	$7.81M	Buy	69,853 +27,765	+66%	+$2.77M	0.01%	403
2025 Q1	$3.88M	Buy	+42,088	New	+$4.12M	﹤0.01%	486

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

Jones Financial Companies's SPMO Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 56% in Q2 2026, buying an estimated $36.7M and bringing the position to 721,878 shares worth $111M. The position accounts for 0.04% of the portfolio, ranked #226.

Jones Financial Companies first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Jones Financial Companies held 721,878 shares of Invesco S&P 500 Momentum ETF worth $111M as of Q2 2026.
Jones Financial Companies bought 260,137 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $36.7M.
Invesco S&P 500 Momentum ETF made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #226 holding.
Jones Financial Companies first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.