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

Optima Capital’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	$644K	Buy	3,988 +1,786	+81%	+$252K	0.25%	79
2026 Q1	$247K	Sell	2,202 -551	-20%	-$65.1K	0.11%	142
2025 Q4	$328K	Sell	2,753 -2,053	-43%	-$246K	0.14%	115
2025 Q3	$582K	Buy	+4,806	New	+$560K	0.28%	85
2025 Q1	–	Sell	-22,900	Closed	-$2.18M	–	166
2024 Q4	$2.18M	Buy	+22,900	New	+$2.17M	1.5%	17

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Optima Capital's SPMO Position: Q2 2026 in Review

Optima Capital increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 81% in Q2 2026, buying an estimated $252K and bringing the position to 3,988 shares worth $644K. The position accounts for 0.25% of the portfolio, ranked #79.

Optima Capital first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.18M in Q4 2024. 248 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Optima Capital held 3,988 shares of Invesco S&P 500 Momentum ETF worth $644K as of Q2 2026.
Optima Capital bought 1,786 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $252K.
Invesco S&P 500 Momentum ETF made up 0.25% of Optima Capital's portfolio in Q2 2026, its #79 holding.
Optima Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Optima Capital's Invesco S&P 500 Momentum ETF position peaked at $2.18M in Q4 2024.
248 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.