Perigon Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Perigon Wealth 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	$26.5M	Sell	164,120 -23,446	-13%	-$3.3M	0.42%	50
2026 Q1	$21M	Buy	187,566 +13,892	+8%	+$1.64M	0.38%	56
2025 Q4	$20.7M	Buy	173,674 +67,346	+63%	+$8.07M	0.37%	56
2025 Q3	$12.9M	Buy	106,328 +23,160	+28%	+$2.7M	0.26%	78
2025 Q2	$9.35M	Buy	83,168 +11,965	+17%	+$1.19M	0.22%	99
2025 Q1	$6.59M	Buy	71,203 +45,454	+177%	+$4.45M	0.17%	127
2024 Q4	$2.51M	Buy	25,749 +9,453	+58%	+$896K	0.06%	278
2024 Q3	$1.48M	Sell	16,296 -2,110	-11%	-$185K	0.04%	339
2024 Q2	$1.61M	Buy	18,406 +3,515	+24%	+$286K	0.05%	284
2024 Q1	$1.19M	Sell	14,891 -230	-2%	-$16.9K	0.04%	334
2023 Q4	$990K	Hold	15,121	–	–	0.03%	342
2023 Q3	$866K	Sell	15,121 -1,000	-6%	-$57.4K	0.04%	329
2023 Q2	$902K	Buy	16,121 +4,573	+40%	+$252K	0.04%	335
2023 Q1	$630K	Buy	11,548 +3,031	+36%	+$166K	0.04%	349
2022 Q4	$484K	Buy	+8,517	New	+$478K	0.03%	396

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

Perigon Wealth Management's SPMO Position: Q2 2026 in Review

Perigon Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 13% in Q2 2026, selling an estimated $3.3M and leaving 164,120 shares worth $26.5M. The position accounts for 0.42% of the portfolio, ranked #50.

Perigon Wealth Management first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Perigon Wealth Management held 164,120 shares of Invesco S&P 500 Momentum ETF worth $26.5M as of Q2 2026.
Perigon Wealth Management sold 23,446 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.3M.
Invesco S&P 500 Momentum ETF made up 0.42% of Perigon Wealth Management's portfolio in Q2 2026, its #50 holding.
Perigon Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.