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

One 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 Q3	$35.6M	Buy	+234,589	New	+$34.9M	0.82%	28
2026 Q1	–	Sell	-27,850	Closed	-$3.32M	–	550
2025 Q4	$3.32M	Sell	27,850 -90,046	-76%	-$10.8M	0.1%	136
2025 Q3	$14.3M	Sell	117,896 -18,434	-14%	-$2.15M	0.46%	52
2025 Q2	$15.3M	Sell	136,330 -275,293	-67%	-$27.5M	0.53%	42
2025 Q1	$38.1M	Buy	411,623 +30,717	+8%	+$3.01M	1.29%	20
2024 Q4	$36.2M	Buy	380,906 +62,306	+20%	+$5.91M	1.2%	24
2024 Q3	$28.9M	Buy	+318,600	New	+$27.9M	0.92%	30

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Perfromance Wealth Partners Hinsdale, Illinois $4.28B AUM 24.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

One Capital Management's SPMO Position: Q3 2026 in Review

One Capital Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026: 234,589 shares worth $35.6M. The stake represents 0.82% of the portfolio and ranks #28 among its holdings. This is a return to the name: One Capital Management previously reported a position in SPMO as recently as Q4 2025.

One Capital Management first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $38.1M in Q1 2025. 604 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

One Capital Management held 234,589 shares of Invesco S&P 500 Momentum ETF worth $35.6M as of Q3 2026.
Invesco S&P 500 Momentum ETF was a new One Capital Management position in Q3 2026.
Invesco S&P 500 Momentum ETF made up 0.82% of One Capital Management's portfolio in Q3 2026, its #28 holding.
One Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
One Capital Management's Invesco S&P 500 Momentum ETF position peaked at $38.1M in Q1 2025.
604 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on One Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.