Kovack Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Kovack 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	$19.7M	Buy	125,282 +42,377	+51%	+$5.97M	0.95%	12
2026 Q1	$9.43M	Sell	82,905 -203,469	-71%	-$24M	0.5%	37
2025 Q4	$34.2M	Buy	286,374 +48,555	+20%	+$5.82M	1.59%	7
2025 Q3	$28.8M	Buy	237,819 +116,315	+96%	+$13.5M	2.71%	3
2025 Q2	$13.7M	Buy	+121,504	New	+$12.1M	1.34%	9

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

Kovack Advisors's SPMO Position: Q2 2026 in Review

Kovack Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 51% in Q2 2026, buying an estimated $5.97M and bringing the position to 125,282 shares worth $19.7M. The position accounts for 0.95% of the portfolio, ranked #12.

Kovack Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.2M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Kovack Advisors held 125,282 shares of Invesco S&P 500 Momentum ETF worth $19.7M as of Q2 2026.
Kovack Advisors bought 42,377 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.97M.
Invesco S&P 500 Momentum ETF made up 0.95% of Kovack Advisors's portfolio in Q2 2026, its #12 holding.
Kovack Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Kovack Advisors's Invesco S&P 500 Momentum ETF position peaked at $34.2M in Q4 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.