Perennial Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Perennial Investment Advisors’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	$2.35M	Buy	14,544 +214	+1%	+$30.2K	0.16%	121
2026 Q1	$1.61M	Buy	14,330 +949	+7%	+$112K	0.13%	137
2025 Q4	$1.6M	Buy	13,381 +2,536	+23%	+$304K	0.13%	137
2025 Q3	$1.31M	Buy	10,845 +1,041	+11%	+$121K	0.11%	159
2025 Q2	$1.1M	Sell	9,804 -2,335	-19%	-$233K	0.11%	169
2025 Q1	$1.12M	Sell	12,139 -4,013	-25%	-$393K	0.13%	147
2024 Q4	$1.53M	Buy	+16,152	New	+$1.53M	0.18%	99

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

Perennial Investment Advisors's SPMO Position: Q2 2026 in Review

Perennial Investment Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.5% in Q2 2026, buying an estimated $30.2K and bringing the position to 14,544 shares worth $2.35M. The position accounts for 0.16% of the portfolio, ranked #121.

Perennial Investment Advisors 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.

Perennial Investment Advisors held 14,544 shares of Invesco S&P 500 Momentum ETF worth $2.35M as of Q2 2026.
Perennial Investment Advisors bought 214 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $30.2K.
Invesco S&P 500 Momentum ETF made up 0.16% of Perennial Investment Advisors's portfolio in Q2 2026, its #121 holding.
Perennial Investment Advisors 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.