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Money Concepts Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Money Concepts Capital’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 		$97M Sell
600,487
-19,261
-3% -$2.72M 4.49% 2
2026
Q1 		$69.5M Sell
619,748
-395,985
-39% -$46.8M 3.84% 2
2025
Q4 		$121M Buy
1,015,733
+17,868
+2% +$2.14M 6.8% 1
2025
Q3 		$121M Buy
997,865
+3,483
+0.4% +$406K 7.45% 1
2025
Q2 		$112M Buy
994,382
+195,936
+25% +$19.6M 7.48% 1
2025
Q1 		$73.9M Buy
798,446
+186,917
+31% +$18.3M 5.53% 1
2024
Q4 		$58.1M Buy
611,529
+50,980
+9% +$4.83M 4.32% 2
2024
Q3 		$50.8M Buy
560,549
+505,037
+910% +$44.2M 3.86% 2
2024
Q2 		$4.86M Buy
55,512
+22,048
+66% +$1.79M 0.41% 57
2024
Q1 		$2.68M Sell
33,464
-11,678
-26% -$860K 0.25% 109
2023
Q4 		$2.96M Buy
+45,142
New +$2.73M 0.27% 98
2023
Q1 		– Sell
-366
Closed -$20.8K – 2555
2022
Q4 		$20.8K Buy
366
+332
+976% +$18.6K ﹤0.01% 1659
2022
Q3 		$2K Hold
34
– – ﹤0.01% 1412
2022
Q2 		$2K Sell
34
-3,253
-99% -$183K ﹤0.01% 1340
2022
Q1 		$201K Sell
3,287
-597
-15% -$36.1K 0.01% 736
2021
Q4 		$251K Buy
+3,884
New +$248K 0.02% 445
2021
Q1 		$8.62M Buy
162,643
+2,962
+2% +$157K 0.69% 35
2020
Q4 		$8.45M Buy
+159,681
New +$8.17M 0.78% 32

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

Money Concepts Capital's SPMO Position: Q2 2026 in Review

Money Concepts Capital reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 3.1% in Q2 2026, selling an estimated $2.72M and leaving 600,487 shares worth $97M. The position accounts for 4.49% of the portfolio, ranked #2.

Money Concepts Capital first reported a position in SPMO in Q4 2020 and has held it in 18 quarters since. The position peaked at $121M in Q4 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Money Concepts Capital held 600,487 shares of Invesco S&P 500 Momentum ETF worth $97M as of Q2 2026.
  • Money Concepts Capital sold 19,261 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.72M.
  • Invesco S&P 500 Momentum ETF made up 4.49% of Money Concepts Capital's portfolio in Q2 2026, its #2 holding.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 18 quarters since.
  • Money Concepts Capital's Invesco S&P 500 Momentum ETF position peaked at $121M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.