Morgan Stanley
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Morgan Stanley’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Morgan Stanley’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 		$572M Buy
3,538,672
+410,765
+13% +$57.9M 0.03% 515
2026
Q1 		$351M Buy
3,127,907
+445,030
+17% +$52.6M 0.02% 678
2025
Q4 		$320M Buy
2,682,877
+199,934
+8% +$24M 0.02% 710
2025
Q3 		$301M Buy
2,482,943
+700,802
+39% +$81.6M 0.02% 722
2025
Q2 		$200M Buy
1,782,141
+1,252,492
+236% +$125M 0.01% 881
2025
Q1 		$49M Buy
529,649
+347,957
+192% +$34.1M ﹤0.01% 1838
2024
Q4 		$17.3M Buy
181,692
+176,064
+3,128% +$16.7M ﹤0.01% 2901
2024
Q3 		$510K Sell
5,628
-160,918
-97% -$14.1M ﹤0.01% 5393
2024
Q2 		$14.6M Buy
166,546
+163,547
+5,453% +$13.3M ﹤0.01% 2998
2024
Q1 		$241K Buy
2,999
+157
+6% +$11.6K ﹤0.01% 5663
2023
Q4 		$186K Sell
2,842
-8
-0.3% -$484 ﹤0.01% 5729
2023
Q3 		$163K Sell
2,850
-2
-0.1% -$115 ﹤0.01% 5674
2023
Q2 		$160K Hold
2,852
– – ﹤0.01% 5738
2023
Q1 		$156K Sell
2,852
-448
-14% -$24.6K ﹤0.01% 5821
2022
Q4 		$187K Hold
3,300
– – ﹤0.01% 5692
2022
Q3 		$166K Sell
3,300
-400
-11% -$21.7K ﹤0.01% 5817
2022
Q2 		$192K Buy
+3,700
New +$208K ﹤0.01% 5921
2021
Q1 		– Sell
-179
Closed -$9K – 7553
2020
Q4 		$9K Buy
+179
New +$9.15K ﹤0.01% 6664

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's SPMO Position: Q2 2026 in Review

Morgan Stanley increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, buying an estimated $57.9M and bringing the position to 3,538,672 shares worth $572M. The position accounts for 0.03% of the portfolio, ranked #515.

Morgan Stanley first reported a position in SPMO in Q4 2020 and has held it in 18 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Morgan Stanley held 3,538,672 shares of Invesco S&P 500 Momentum ETF worth $572M as of Q2 2026.
  • Morgan Stanley bought 410,765 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $57.9M.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #515 holding.
  • Morgan Stanley first reported a position in Invesco S&P 500 Momentum ETF in Q4 2020 and has held it in 18 quarters since.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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