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

MAI 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	$620K	Buy	3,835 +2,625	+217%	+$370K	﹤0.01%	1200
2026 Q1	$136K	Buy	1,210 +11	+0.9%	+$1.3K	﹤0.01%	1681
2025 Q4	$143K	Buy	1,199 +784	+189%	+$94K	﹤0.01%	1456
2025 Q3	$50.2K	Buy	+415	New	+$48.3K	﹤0.01%	1922

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

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

MAI Capital Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 217% in Q2 2026, buying an estimated $370K and bringing the position to 3,835 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

MAI Capital Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

MAI Capital Management held 3,835 shares of Invesco S&P 500 Momentum ETF worth $620K as of Q2 2026.
MAI Capital Management bought 2,625 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $370K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1200 holding.
MAI Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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