LPL Financial
SPMO icon

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

LPL Financial’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 		$1.24B Buy
7,669,460
+876,646
+13% +$124M 0.28% 67
2026
Q1 		$762M Buy
6,792,814
+168,326
+3% +$19.9M 0.2% 105
2025
Q4 		$790M Buy
6,624,488
+182,485
+3% +$21.9M 0.22% 97
2025
Q3 		$780M Buy
6,442,003
+1,099,933
+21% +$128M 0.23% 95
2025
Q2 		$601M Buy
5,342,070
+1,762,829
+49% +$176M 0.2% 105
2025
Q1 		$331M Buy
3,579,241
+1,400,512
+64% +$137M 0.13% 153
2024
Q4 		$207M Buy
2,178,729
+935,951
+75% +$88.7M 0.08% 214
2024
Q3 		$113M Buy
1,242,778
+113,439
+10% +$9.93M 0.05% 328
2024
Q2 		$98.8M Buy
1,129,339
+284,359
+34% +$23.1M 0.05% 339
2024
Q1 		$67.8M Buy
844,980
+409,784
+94% +$30.2M 0.04% 443
2023
Q4 		$28.5M Buy
435,196
+9,035
+2% +$546K 0.02% 724
2023
Q3 		$24.4M Sell
426,161
-1,471
-0.3% -$84.5K 0.02% 721
2023
Q2 		$23.9M Sell
427,632
-28,958
-6% -$1.6M 0.02% 718
2023
Q1 		$24.9M Buy
456,590
+64,230
+16% +$3.52M 0.02% 662
2022
Q4 		$22.3M Buy
392,360
+225,878
+136% +$12.7M 0.02% 671
2022
Q3 		$8.38M Sell
166,482
-27,672
-14% -$1.5M 0.01% 1051
2022
Q2 		$10.1M Buy
194,154
+27,645
+17% +$1.56M 0.01% 963
2022
Q1 		$10.2M Sell
166,509
-17,277
-9% -$1.04M 0.01% 989
2021
Q4 		$11.9M Buy
183,786
+7,642
+4% +$488K 0.01% 924
2021
Q3 		$10.6M Buy
176,144
+18,100
+11% +$1.11M 0.01% 923
2021
Q2 		$9.38M Buy
158,044
+30,761
+24% +$1.71M 0.01% 948
2021
Q1 		$6.75M Sell
127,283
-8,629
-6% -$458K 0.01% 1047
2020
Q4 		$7.19M Buy
135,912
+65,564
+93% +$3.35M 0.01% 910
2020
Q3 		$3.52M Buy
70,348
+25,339
+56% +$1.21M 0.01% 1141
2020
Q2 		$1.97M Buy
45,009
+25,671
+133% +$1.05M ﹤0.01% 1357
2020
Q1 		$696K Buy
19,338
+14,153
+273% +$581K ﹤0.01% 1870
2019
Q4 		$217K Buy
+5,185
New +$211K ﹤0.01% 3038

Other funds holding SPMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's SPMO Position: Q2 2026 in Review

LPL Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, buying an estimated $124M and bringing the position to 7,669,460 shares worth $1.24B. The position accounts for 0.28% of the portfolio, ranked #67.

LPL Financial first reported a position in SPMO in Q4 2019 and has held it in 27 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • LPL Financial held 7,669,460 shares of Invesco S&P 500 Momentum ETF worth $1.24B as of Q2 2026.
  • LPL Financial bought 876,646 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $124M.
  • Invesco S&P 500 Momentum ETF made up 0.28% of LPL Financial's portfolio in Q2 2026, its #67 holding.
  • LPL Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and has held it in 27 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.