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

&Partners’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 		$2.39M Buy
14,504
+3,847
+36% +$542K 0.01% 930
2026
Q1 		$607K Buy
10,657
+2,225
+26% +$263K ﹤0.01% 1593
2025
Q4 		$1M Buy
8,432
+4,693
+126% +$562K 0.01% 1218
2025
Q3 		$498K Buy
+3,739
New +$436K ﹤0.01% 1442

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

&Partners's SPMO Position: Q2 2026 in Review

&Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 36% in Q2 2026, buying an estimated $542K and bringing the position to 14,504 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #930.

&Partners 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.

  • &Partners held 14,504 shares of Invesco S&P 500 Momentum ETF worth $2.39M as of Q2 2026.
  • &Partners bought 3,847 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $542K.
  • Invesco S&P 500 Momentum ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #930 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.