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

MKT Advisors’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	$604K	Sell	4,043 -3,141	-44%	-$443K	0.19%	66
2026 Q1	$838K	Buy	7,184 +573	+9%	+$67.7K	0.28%	54
2025 Q4	$796K	Buy	6,611 +3,087	+88%	+$370K	0.27%	54
2025 Q3	$425K	Sell	3,524 -46	-1%	-$5.36K	0.16%	91
2025 Q2	$395K	Buy	3,570 +135	+4%	+$13.5K	0.16%	92
2025 Q1	$287K	Buy	3,435 +1,117	+48%	+$109K	0.13%	107
2024 Q4	$229K	Buy	+2,318	New	+$220K	0.1%	132

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

MKT Advisors's SPMO Position: Q2 2026 in Review

MKT Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 44% in Q2 2026, selling an estimated $443K and leaving 4,043 shares worth $604K. The position accounts for 0.19% of the portfolio, ranked #66.

MKT Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

MKT Advisors held 4,043 shares of Invesco S&P 500 Momentum ETF worth $604K as of Q2 2026.
MKT Advisors sold 3,141 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $443K.
Invesco S&P 500 Momentum ETF made up 0.19% of MKT Advisors's portfolio in Q2 2026, its #66 holding.
MKT Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
MKT Advisors's Invesco S&P 500 Momentum ETF position peaked at $838K in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.