Ocean Park Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Ocean Park Asset 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	$732K	Buy	+4,534	New	+$639K	0.04%	71
2025 Q4	–	Sell	-6,596	Closed	-$799K	–	104
2025 Q3	$799K	Buy	+6,596	New	+$768K	0.03%	84
2025 Q1	–	Sell	-4,968	Closed	-$472K	–	96
2024 Q4	$472K	Buy	+4,968	New	+$471K	0.02%	75

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWP

Perfromance Wealth Partners Hinsdale, Illinois $4.03B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ocean Park Asset Management's SPMO Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 4,534 shares worth $732K. The stake represents 0.04% of the portfolio and ranks #71 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in SPMO as recently as Q3 2025.

Ocean Park Asset Management first reported a position in SPMO in Q4 2024 and has held it in 3 quarters since. The position peaked at $799K in Q3 2025. 507 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Ocean Park Asset Management held 4,534 shares of Invesco S&P 500 Momentum ETF worth $732K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Ocean Park Asset Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.04% of Ocean Park Asset Management's portfolio in Q2 2026, its #71 holding.
Ocean Park Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 3 quarters since.
Ocean Park Asset Management's Invesco S&P 500 Momentum ETF position peaked at $799K in Q3 2025.
507 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.