MML Investors Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

MML Investors Services’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	$107M	Buy	659,465 +176,642	+37%	+$24.9M	0.22%	97
2026 Q1	$54.1M	Sell	482,823 -84,177	-15%	-$9.95M	0.15%	135
2025 Q4	$67.7M	Buy	567,000 +6,640	+1%	+$796K	0.16%	121
2025 Q3	$67.8M	Buy	560,360 +51,745	+10%	+$6.03M	0.18%	113
2025 Q2	$57.2M	Buy	508,615 +224,687	+79%	+$22.4M	0.17%	128
2025 Q1	$26.3M	Buy	283,928 +120,937	+74%	+$11.8M	0.09%	229
2024 Q4	$15.5M	Buy	162,991 +63,348	+64%	+$6M	0.05%	342
2024 Q3	$9.03M	Sell	99,643 -49,275	-33%	-$4.31M	0.03%	455
2024 Q2	$13M	Buy	148,918 +60,388	+68%	+$4.91M	0.05%	329
2024 Q1	$7.1M	Buy	+88,530	New	+$6.52M	0.03%	511
2023 Q1	–	Sell	-3,704	Closed	-$210K	–	2224
2022 Q4	$210K	Buy	+3,704	New	+$208K	﹤0.01%	1999
2019 Q2	–	Sell	-9,347	Closed	-$367K	–	1648
2019 Q1	$367K	Sell	9,347 -64,839	-87%	-$2.42M	0.01%	1162
2018 Q4	$2.5M	Buy	+74,186	New	+$2.7M	0.05%	358

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

MML Investors Services's SPMO Position: Q2 2026 in Review

MML Investors Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 37% in Q2 2026, buying an estimated $24.9M and bringing the position to 659,465 shares worth $107M. The position accounts for 0.22% of the portfolio, ranked #97.

MML Investors Services first reported a position in SPMO in Q4 2018 and has held it in 13 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

MML Investors Services held 659,465 shares of Invesco S&P 500 Momentum ETF worth $107M as of Q2 2026.
MML Investors Services bought 176,642 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $24.9M.
Invesco S&P 500 Momentum ETF made up 0.22% of MML Investors Services's portfolio in Q2 2026, its #97 holding.
MML Investors Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2018 and has held it in 13 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.