Oppenheimer & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Oppenheimer & Co’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	$3.36M	Buy	20,815 +937	+5%	+$132K	0.04%	486
2026 Q1	$2.23M	Sell	19,878 -10,357	-34%	-$1.22M	0.03%	557
2025 Q4	$3.61M	Sell	30,235 -2,691	-8%	-$323K	0.05%	377
2025 Q3	$3.99M	Sell	32,926 -19,461	-37%	-$2.27M	0.05%	394
2025 Q2	$5.89M	Buy	52,387 +32,261	+160%	+$3.22M	0.08%	277
2025 Q1	$1.86M	Sell	20,126 -7,190	-26%	-$704K	0.03%	562
2024 Q4	$2.6M	Buy	27,316 +7,196	+36%	+$682K	0.04%	477
2024 Q3	$1.82M	Sell	20,120 -5,950	-23%	-$521K	0.03%	586
2024 Q2	$2.28M	Buy	26,070 +18,089	+227%	+$1.47M	0.04%	494
2024 Q1	$640K	Buy	7,981 +1,277	+19%	+$94.1K	0.01%	905
2023 Q4	$439K	Buy	+6,704	New	+$405K	0.01%	1003

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

Oppenheimer & Co's SPMO Position: Q2 2026 in Review

Oppenheimer & Co increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.7% in Q2 2026, buying an estimated $132K and bringing the position to 20,815 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #486.

Oppenheimer & Co first reported a position in SPMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.89M in Q2 2025. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Oppenheimer & Co held 20,815 shares of Invesco S&P 500 Momentum ETF worth $3.36M as of Q2 2026.
Oppenheimer & Co bought 937 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $132K.
Invesco S&P 500 Momentum ETF made up 0.04% of Oppenheimer & Co's portfolio in Q2 2026, its #486 holding.
Oppenheimer & Co first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Oppenheimer & Co's Invesco S&P 500 Momentum ETF position peaked at $5.89M in Q2 2025.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.