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

Mainstay 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	$3.48M	Sell	21,528 -703	-3%	-$99.1K	0.26%	32
2026 Q1	$2.49M	Sell	22,231 -988,848	-98%	-$117M	0.19%	39
2025 Q4	$121M	Sell	1,011,079 -353,235	-26%	-$42.3M	9.24%	2
2025 Q3	$165M	Sell	1,364,314 -1,264,339	-48%	-$147M	16.56%	1
2025 Q2	$296M	Buy	2,628,653 +1,388,287	+112%	+$139M	14.58%	1
2025 Q1	$115M	Buy	1,240,366 +23,474	+2%	+$2.3M	15.73%	1
2024 Q4	$116M	Buy	1,216,892 +960,418	+374%	+$91M	17.58%	2
2024 Q3	$23.2M	Buy	+256,474	New	+$22.4M	3.89%	7

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

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

Mainstay Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.2% in Q2 2026, selling an estimated $99.1K and leaving 21,528 shares worth $3.48M. The position accounts for 0.26% of the portfolio, ranked #32.

Mainstay Capital Management first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $296M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mainstay Capital Management held 21,528 shares of Invesco S&P 500 Momentum ETF worth $3.48M as of Q2 2026.
Mainstay Capital Management sold 703 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $99.1K.
Invesco S&P 500 Momentum ETF made up 0.26% of Mainstay Capital Management's portfolio in Q2 2026, its #32 holding.
Mainstay Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
Mainstay Capital Management's Invesco S&P 500 Momentum ETF position peaked at $296M in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.