Peregrine Asset Advisers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Peregrine Asset Advisers’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	$530K	Hold	3,282	–	–	0.12%	132
2026 Q1	$368K	Buy	3,282 +100	+3%	+$11.8K	0.1%	141
2025 Q4	$380K	Sell	3,182 -8	-0.3%	-$959	0.11%	121
2025 Q3	$386K	Buy	3,190 +50	+2%	+$5.82K	0.12%	124
2025 Q2	$353K	Buy	+3,140	New	+$313K	0.11%	123

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

Peregrine Asset Advisers's SPMO Position: Q2 2026 in Review

Peregrine Asset Advisers held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 3,282 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #132.

Peregrine Asset Advisers first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Peregrine Asset Advisers held 3,282 shares of Invesco S&P 500 Momentum ETF worth $530K as of Q2 2026.
Peregrine Asset Advisers left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.12% of Peregrine Asset Advisers's portfolio in Q2 2026, its #132 holding.
Peregrine Asset Advisers first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.