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

NewEdge 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	$32.4M	Buy	200,379 +59,349	+42%	+$8.37M	0.1%	215
2026 Q1	$15.8M	Buy	141,030 +4,783	+4%	+$565K	0.06%	326
2025 Q4	$16.3M	Buy	136,247 +86,042	+171%	+$10.3M	0.06%	299
2025 Q3	$6.08M	Buy	50,205 +461	+0.9%	+$53.7K	0.03%	552
2025 Q2	$5.59M	Buy	49,744 +5,209	+12%	+$520K	0.03%	533
2025 Q1	$4.12M	Sell	44,535 -15,428	-26%	-$1.51M	0.02%	573
2024 Q4	$5.7M	Buy	59,963 +8,287	+16%	+$785K	0.03%	458
2024 Q3	$4.68M	Buy	51,676 +39,098	+311%	+$3.42M	0.03%	499
2024 Q2	$1.1M	Buy	12,578 +6,897	+121%	+$560K	0.01%	1017
2024 Q1	$456K	Buy	+5,681	New	+$419K	﹤0.01%	1398

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

NewEdge Advisors's SPMO Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 42% in Q2 2026, buying an estimated $8.37M and bringing the position to 200,379 shares worth $32.4M. The position accounts for 0.1% of the portfolio, ranked #215.

NewEdge Advisors first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

NewEdge Advisors held 200,379 shares of Invesco S&P 500 Momentum ETF worth $32.4M as of Q2 2026.
NewEdge Advisors bought 59,349 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $8.37M.
Invesco S&P 500 Momentum ETF made up 0.1% of NewEdge Advisors's portfolio in Q2 2026, its #215 holding.
NewEdge Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.