Parkside Financial Bank & Trust’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Parkside Financial Bank & Trust’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	$485	Buy	3 +2	+200%	+$282	﹤0.01%	2606
2026 Q1	$113	Hold	1	–	–	﹤0.01%	2660
2025 Q4	$120	Hold	1	–	–	﹤0.01%	2652
2025 Q3	$122	Buy	+1	New	+$116	﹤0.01%	2678

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 22.9% 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

Parkside Financial Bank & Trust's SPMO Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 200% in Q2 2026, buying an estimated $282 and bringing the position to 3 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Parkside Financial Bank & Trust first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Parkside Financial Bank & Trust held 3 shares of Invesco S&P 500 Momentum ETF worth $485 as of Q2 2026.
Parkside Financial Bank & Trust bought 2 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $282.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2606 holding.
Parkside Financial Bank & Trust first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.