NBT Bank’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

NBT Bank’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	$1.29K	Hold	8	–	–	﹤0.01%	941
2026 Q1	$897	Sell	8 -111	-93%	-$13.1K	﹤0.01%	969
2025 Q4	$955	Sell	119 -2	-2%	-$240	﹤0.01%	785
2025 Q3	$726	Buy	121 +115	+1,917%	+$13.4K	﹤0.01%	789
2025 Q2	$675	Hold	6	–	–	﹤0.01%	768
2025 Q1	$555	Buy	+6	New	+$587	﹤0.01%	780

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

NBT Bank's SPMO Position: Q2 2026 in Review

NBT Bank held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 8 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

NBT Bank 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.

NBT Bank held 8 shares of Invesco S&P 500 Momentum ETF worth $1.29K as of Q2 2026.
NBT Bank 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 NBT Bank's portfolio in Q2 2026, its #941 holding.
NBT Bank 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 NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.