Leavell Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Leavell Investment Management’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	$6.47M	Buy	40,064 +4,984	+14%	+$703K	0.24%	110
2026 Q1	$3.93M	Buy	35,080 +9,005	+35%	+$1.06M	0.16%	147
2025 Q4	$3.11M	Buy	26,075 +906	+4%	+$109K	0.13%	168
2025 Q3	$3.05M	Buy	25,169 +7,769	+45%	+$905K	0.13%	170
2025 Q2	$1.96M	Buy	17,400 +5,156	+42%	+$515K	0.09%	213
2025 Q1	$1.13M	Buy	12,244 +2,943	+32%	+$288K	0.06%	265
2024 Q4	$884K	Buy	9,301 +906	+11%	+$85.9K	0.04%	292
2024 Q3	$761K	Buy	+8,395	New	+$735K	0.04%	331

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

Leavell Investment Management's SPMO Position: Q2 2026 in Review

Leavell Investment Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q2 2026, buying an estimated $703K and bringing the position to 40,064 shares worth $6.47M. The position accounts for 0.24% of the portfolio, ranked #110.

Leavell Investment Management first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Leavell Investment Management held 40,064 shares of Invesco S&P 500 Momentum ETF worth $6.47M as of Q2 2026.
Leavell Investment Management bought 4,984 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $703K.
Invesco S&P 500 Momentum ETF made up 0.24% of Leavell Investment Management's portfolio in Q2 2026, its #110 holding.
Leavell Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.