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

Orleans Capital Management’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	$323K	Hold	2,000	–	–	0.17%	99
2026 Q1	$224K	Hold	2,000	–	–	0.15%	99
2025 Q4	$239K	Hold	2,000	–	–	0.15%	109
2025 Q3	$242K	Buy	+2,000	New	+$233K	0.16%	92

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

Orleans Capital Management's SPMO Position: Q2 2026 in Review

Orleans Capital Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 2,000 shares worth $323K. The position accounts for 0.17% of the portfolio, ranked #99.

Orleans Capital Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Orleans Capital Management held 2,000 shares of Invesco S&P 500 Momentum ETF worth $323K as of Q2 2026.
Orleans Capital Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.17% of Orleans Capital Management's portfolio in Q2 2026, its #99 holding.
Orleans Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.