OneAscent Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

OneAscent Financial Services’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	$4.91M	Buy	+30,425	New	+$4.29M	0.24%	71
2025 Q4	–	Sell	-28,464	Closed	-$3.45M	–	539
2025 Q3	$3.45M	Buy	+28,464	New	+$3.32M	0.23%	76
2025 Q2	–	Sell	-7,249	Closed	-$671K	–	568
2025 Q1	$671K	Buy	7,249 +1,024	+16%	+$100K	0.04%	279
2024 Q4	$591K	Buy	+6,225	New	+$590K	0.05%	225

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

OneAscent Financial Services's SPMO Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 30,425 shares worth $4.91M. The stake represents 0.24% of the portfolio and ranks #71 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in SPMO as recently as Q3 2025.

OneAscent Financial Services first reported a position in SPMO in Q4 2024 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

OneAscent Financial Services held 30,425 shares of Invesco S&P 500 Momentum ETF worth $4.91M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new OneAscent Financial Services position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.24% of OneAscent Financial Services's portfolio in Q2 2026, its #71 holding.
OneAscent Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.