P
SPMO icon

&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
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 $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

&Partners's SPMO Position: Q1 2026 in Review

&Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 26% in Q1 2026, buying an estimated $263K and bringing the position to 10,657 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

&Partners first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • &Partners held 10,657 shares of Invesco S&P 500 Momentum ETF worth $607K as of Q1 2026.
  • &Partners bought 2,225 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $263K.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1593 holding.
  • &Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Invesco S&P 500 Momentum ETF position peaked at $1M in Q4 2025.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.