NBC Securities’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

NBC Securities’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	$44K	Hold	272	–	–	﹤0.01%	1333
2026 Q1	$30.5K	Hold	272	–	–	﹤0.01%	1531
2025 Q4	$32.5K	Hold	272	–	–	﹤0.01%	1545
2025 Q3	$32.9K	Buy	272 +50	+23%	+$5.82K	﹤0.01%	1502
2025 Q2	$24K	Hold	222	–	–	﹤0.01%	1637
2025 Q1	$20K	Buy	+222	New	+$21.7K	﹤0.01%	1487
2024 Q4	–	Sell	-222	Closed	-$20K	–	1959
2024 Q3	$20K	Buy	+222	New	+$19.4K	﹤0.01%	1515

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

NBC Securities's SPMO Position: Q2 2026 in Review

NBC Securities held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 272 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

NBC Securities first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

NBC Securities held 272 shares of Invesco S&P 500 Momentum ETF worth $44K as of Q2 2026.
NBC Securities left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1333 holding.
NBC Securities first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.