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

MSH Capital 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	$627K	Sell	3,884 -438	-10%	-$61.7K	0.11%	171
2026 Q1	$485K	Buy	4,322 +103	+2%	+$12.2K	0.1%	178
2025 Q4	$503K	Buy	4,219 +1,107	+36%	+$133K	0.11%	179
2025 Q3	$377K	Sell	3,112 -208	-6%	-$24.2K	0.1%	186
2025 Q2	$373K	Buy	3,320 +121	+4%	+$12.1K	0.11%	182
2025 Q1	$296K	Buy	+3,199	New	+$313K	0.09%	188

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

MSH Capital Advisors's SPMO Position: Q2 2026 in Review

MSH Capital Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 10% in Q2 2026, selling an estimated $61.7K and leaving 3,884 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #171.

MSH Capital Advisors first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

MSH Capital Advisors held 3,884 shares of Invesco S&P 500 Momentum ETF worth $627K as of Q2 2026.
MSH Capital Advisors sold 438 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $61.7K.
Invesco S&P 500 Momentum ETF made up 0.11% of MSH Capital Advisors's portfolio in Q2 2026, its #171 holding.
MSH Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.