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

Orser 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
Q1 		– Sell
-24,555
Closed -$2.93M – 54
2025
Q4 		$2.93M Hold
24,555
– – 1.66% 19
2025
Q3 		$2.97M Sell
24,555
-1,630
-6% -$190K 1.56% 19
2025
Q2 		$2.95M Buy
+26,185
New +$2.61M 2.1% 19

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orser Capital Management's SPMO Position: Q1 2026 in Review

Orser Capital Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 24,555 shares — an estimated $2.93M sold.

Orser Capital Management first reported a position in SPMO in Q2 2025 and held it in 3 quarters. The position peaked at $2.97M in Q3 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Orser Capital Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Orser Capital Management sold 24,555 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $2.93M.
  • Orser Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and held it in 3 quarters.
  • Orser Capital Management's Invesco S&P 500 Momentum ETF position peaked at $2.97M in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Orser Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.