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

Peachtree Investment 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	$1.62M	Hold	10,027	–	–	0.52%	34
2026 Q1	$1.12M	Buy	10,027 +442	+5%	+$52.2K	0.43%	36
2025 Q4	$1.14M	Hold	9,585	–	–	0.38%	35
2025 Q3	$1.16M	Buy	9,585 +80	+0.8%	+$9.32K	0.4%	32
2025 Q2	$1.07M	Buy	+9,505	New	+$949K	0.41%	31

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

Peachtree Investment Partners's SPMO Position: Q2 2026 in Review

Peachtree Investment Partners held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 10,027 shares worth $1.62M. The position accounts for 0.52% of the portfolio, ranked #34.

Peachtree Investment Partners first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Peachtree Investment Partners held 10,027 shares of Invesco S&P 500 Momentum ETF worth $1.62M as of Q2 2026.
Peachtree Investment Partners left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.52% of Peachtree Investment Partners's portfolio in Q2 2026, its #34 holding.
Peachtree Investment Partners first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.