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Mason & Associates (California)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Mason & Associates (California)’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 		– Sell
-122,126
Closed -$13.2M – 173
2026
Q1 		$13.2M Buy
122,126
+2,525
+2% +$298K 2.55% 10
2025
Q4 		$14.3M Buy
+119,601
New +$14.3M 2.69% 10

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mason & Associates (California)'s SPMO Position: Q2 2026 in Review

Mason & Associates (California) sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 122,126 shares — an estimated $13.2M sold.

Mason & Associates (California) first reported a position in SPMO in Q4 2025 and held it in 2 quarters. The position peaked at $14.3M in Q4 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Mason & Associates (California) reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 122,126 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $13.2M.
  • Mason & Associates (California) first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Mason & Associates (California)'s Invesco S&P 500 Momentum ETF position peaked at $14.3M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.