Narwhal Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Narwhal Capital Management’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	$2.07M	Hold	12,836	–	–	0.14%	85
2026 Q1	$1.44M	Sell	12,836 -840	-6%	-$99.3K	0.11%	90
2025 Q4	$1.63M	Hold	13,676	–	–	0.12%	84
2025 Q3	$1.66M	Buy	13,676 +10,541	+336%	+$1.23M	0.12%	88
2025 Q2	$353K	Hold	3,135	–	–	0.03%	140
2025 Q1	$290K	Hold	3,135	–	–	0.03%	148
2024 Q4	$298K	Buy	+3,135	New	+$297K	0.03%	148

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 22.9% 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

Narwhal Capital Management's SPMO Position: Q2 2026 in Review

Narwhal Capital Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 12,836 shares worth $2.07M. The position accounts for 0.14% of the portfolio, ranked #85.

Narwhal Capital Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Narwhal Capital Management held 12,836 shares of Invesco S&P 500 Momentum ETF worth $2.07M as of Q2 2026.
Narwhal Capital Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.14% of Narwhal Capital Management's portfolio in Q2 2026, its #85 holding.
Narwhal Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.