Lunt Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Lunt Capital 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	$3.22M	Buy	+19,959	New	+$2.81M	1.18%	26
2025 Q4	–	Sell	-21,504	Closed	-$2.6M	–	104
2025 Q3	$2.6M	Buy	21,504 +10,851	+102%	+$1.26M	1%	29
2025 Q2	$1.2M	Buy	+10,653	New	+$1.06M	0.46%	41
2025 Q1	–	Sell	-22,295	Closed	-$2.12M	–	91
2024 Q4	$2.12M	Buy	+22,295	New	+$2.11M	0.82%	32
2024 Q3	–	Sell	-12,115	Closed	-$1.06M	–	98
2024 Q2	$1.06M	Buy	+12,115	New	+$984K	0.52%	39

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

Lunt Capital Management's SPMO Position: Q2 2026 in Review

Lunt Capital Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 19,959 shares worth $3.22M. The stake represents 1.18% of the portfolio and ranks #26 among its holdings. This is a return to the name: Lunt Capital Management previously reported a position in SPMO as recently as Q3 2025.

Lunt Capital Management first reported a position in SPMO in Q2 2024 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Lunt Capital Management held 19,959 shares of Invesco S&P 500 Momentum ETF worth $3.22M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Lunt Capital Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 1.18% of Lunt Capital Management's portfolio in Q2 2026, its #26 holding.
Lunt Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.