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

Lebenthal Global 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	$394K	Sell	2,440 -200	-8%	-$28.2K	0.05%	166
2026 Q1	$296K	Sell	2,640 -75	-3%	-$8.86K	0.04%	178
2025 Q4	$324K	Buy	+2,715	New	+$325K	0.05%	167
2021 Q1	–	Sell	-1,195	Closed	-$63K	–	488
2020 Q4	$63K	Buy	+1,195	New	+$61.1K	0.04%	232

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

Lebenthal Global Advisors's SPMO Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.6% in Q2 2026, selling an estimated $28.2K and leaving 2,440 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #166.

Lebenthal Global Advisors first reported a position in SPMO in Q4 2020 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Lebenthal Global Advisors held 2,440 shares of Invesco S&P 500 Momentum ETF worth $394K as of Q2 2026.
Lebenthal Global Advisors sold 200 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $28.2K.
Invesco S&P 500 Momentum ETF made up 0.05% of Lebenthal Global Advisors's portfolio in Q2 2026, its #166 holding.
Lebenthal Global Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.