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 Q2	$11.6M	Sell	71,816 -139,352	-66%	-$19.6M	0.01%	663
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 $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

Mariner's SPMO Position: Q2 2026 in Review

Mariner reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 66% in Q2 2026, selling an estimated $19.6M and leaving 71,816 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #663.

Mariner first reported a position in SPMO in Q4 2022 and has held it in 9 quarters since. The position peaked at $33.9M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Mariner held 71,816 shares of Invesco S&P 500 Momentum ETF worth $11.6M as of Q2 2026.
Mariner sold 139,352 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $19.6M.
Invesco S&P 500 Momentum ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #663 holding.
Mariner first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 9 quarters since.
Mariner's Invesco S&P 500 Momentum ETF position peaked at $33.9M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.