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

Mariner’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 Q1	$23.7M	Sell	211,168 -55,364	-21%	-$6.54M	0.03%	423
2025 Q4	$31.8M	Sell	266,532 -13,231	-5%	-$1.59M	0.04%	336
2025 Q3	$33.9M	Buy	279,763 +89,236	+47%	+$10.4M	0.04%	313
2025 Q2	$21.4M	Buy	190,527 +134,049	+237%	+$13.4M	0.03%	390
2025 Q1	$5.23M	Buy	56,478 +5,408	+11%	+$529K	0.01%	802
2024 Q4	$4.85M	Buy	51,070 +15,062	+42%	+$1.43M	0.01%	812
2024 Q3	$3.26M	Buy	+36,008	New	+$3.15M	0.01%	946
2023 Q1	–	Sell	-12,561	Closed	-$713K	–	2876
2022 Q4	$713K	Buy	+12,561	New	+$705K	﹤0.01%	1420

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner's SPMO Position: Q1 2026 in Review

Mariner reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 21% in Q1 2026, selling an estimated $6.54M and leaving 211,168 shares worth $23.7M. The position accounts for 0.03% of the portfolio, ranked #423.

Mariner first reported a position in SPMO in Q4 2022 and has held it in 8 quarters since. The position peaked at $33.9M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Mariner held 211,168 shares of Invesco S&P 500 Momentum ETF worth $23.7M as of Q1 2026.
Mariner sold 55,364 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $6.54M.
Invesco S&P 500 Momentum ETF made up 0.03% of Mariner's portfolio in Q1 2026, its #423 holding.
Mariner first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 8 quarters since.
Mariner's Invesco S&P 500 Momentum ETF position peaked at $33.9M in Q3 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.