Magnolia Capital Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Magnolia Capital 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	$1.53M	Sell	9,449 -41	-0.4%	-$5.78K	0.26%	100
2026 Q1	$1.06M	Buy	9,490 +6,107	+181%	+$722K	0.21%	124
2025 Q4	$404K	Buy	3,383 +445	+15%	+$53.3K	0.08%	201
2025 Q3	$356K	Buy	2,938 +1,102	+60%	+$128K	0.09%	180
2025 Q2	$207K	Buy	+1,836	New	+$183K	0.05%	229

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 22.9% 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

Magnolia Capital Advisors's SPMO Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.43% in Q2 2026, selling an estimated $5.78K and leaving 9,449 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #100.

Magnolia Capital Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Magnolia Capital Advisors held 9,449 shares of Invesco S&P 500 Momentum ETF worth $1.53M as of Q2 2026.
Magnolia Capital Advisors sold 41 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.78K.
Invesco S&P 500 Momentum ETF made up 0.26% of Magnolia Capital Advisors's portfolio in Q2 2026, its #100 holding.
Magnolia Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.