Lionsbridge Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lionsbridge Wealth 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	$988K	Buy	+6,116	New	+$862K	0.97%	36
2026 Q1	–	Sell	-31,799	Closed	-$3.79M	–	64
2025 Q4	$3.79M	Sell	31,799 -5,285	-14%	-$633K	3.84%	3
2025 Q3	$4.49M	Buy	37,084 +11,948	+48%	+$1.39M	4.42%	3
2025 Q2	$2.83M	Buy	+25,136	New	+$2.51M	2.81%	8
2024 Q2	–	Sell	-31,730	Closed	-$2.55M	–	61
2024 Q1	$2.55M	Buy	+31,730	New	+$2.34M	1.97%	21

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

Lionsbridge Wealth Management's SPMO Position: Q2 2026 in Review

Lionsbridge Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 6,116 shares worth $988K. The stake represents 0.97% of the portfolio and ranks #36 among its holdings. This is a return to the name: Lionsbridge Wealth Management previously reported a position in SPMO as recently as Q4 2025.

Lionsbridge Wealth Management first reported a position in SPMO in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.49M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Lionsbridge Wealth Management held 6,116 shares of Invesco S&P 500 Momentum ETF worth $988K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Lionsbridge Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.97% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #36 holding.
Lionsbridge Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 5 quarters since.
Lionsbridge Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $4.49M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.