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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oppenheimer & Co's SPMO Position: Q1 2026 in Review

Oppenheimer & Co reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 34% in Q1 2026, selling an estimated $1.22M and leaving 19,878 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #557.

Oppenheimer & Co first reported a position in SPMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.89M in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Oppenheimer & Co held 19,878 shares of Invesco S&P 500 Momentum ETF worth $2.23M as of Q1 2026.
Oppenheimer & Co sold 10,357 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.22M.
Invesco S&P 500 Momentum ETF made up 0.03% of Oppenheimer & Co's portfolio in Q1 2026, its #557 holding.
Oppenheimer & Co first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Oppenheimer & Co's Invesco S&P 500 Momentum ETF position peaked at $5.89M in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.