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

Per Stirling 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 Q2	$8.24M	Sell	51,011 -870	-2%	-$123K	0.78%	39
2026 Q1	$5.82M	Sell	51,881 -12,194	-19%	-$1.44M	0.64%	47
2025 Q4	$7.65M	Sell	64,075 -1,871	-3%	-$224K	0.86%	34
2025 Q3	$7.98M	Buy	65,946 +59,125	+867%	+$6.89M	0.95%	32
2025 Q2	$767K	Buy	6,821 +70	+1%	+$6.99K	0.1%	128
2025 Q1	$625K	Sell	6,751 -33	-0.5%	-$3.23K	0.09%	146
2024 Q4	$645K	Buy	+6,784	New	+$643K	0.09%	136

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

Per Stirling Capital Management's SPMO Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.7% in Q2 2026, selling an estimated $123K and leaving 51,011 shares worth $8.24M. The position accounts for 0.78% of the portfolio, ranked #39.

Per Stirling Capital Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Per Stirling Capital Management held 51,011 shares of Invesco S&P 500 Momentum ETF worth $8.24M as of Q2 2026.
Per Stirling Capital Management sold 870 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $123K.
Invesco S&P 500 Momentum ETF made up 0.78% of Per Stirling Capital Management's portfolio in Q2 2026, its #39 holding.
Per Stirling Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.