Thompson David Blair’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Thompson David Blair’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	$591K	Buy	3,660 +14	+0.4%	+$1.97K	0.3%	106
2026 Q1	$409K	Sell	3,646 -4,532	-55%	-$536K	0.23%	109
2025 Q4	$976K	Buy	+8,178	New	+$980K	0.56%	54

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thompson David Blair's SPMO Position: Q2 2026 in Review

Thompson David Blair increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.38% in Q2 2026, buying an estimated $1.97K and bringing the position to 3,660 shares worth $591K. The position accounts for 0.3% of the portfolio, ranked #106.

Thompson David Blair first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $976K in Q4 2025. 732 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Thompson David Blair held 3,660 shares of Invesco S&P 500 Momentum ETF worth $591K as of Q2 2026.
Thompson David Blair bought 14 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.97K.
Invesco S&P 500 Momentum ETF made up 0.3% of Thompson David Blair's portfolio in Q2 2026, its #106 holding.
Thompson David Blair first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Thompson David Blair's Invesco S&P 500 Momentum ETF position peaked at $976K in Q4 2025.
732 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.