Principal Securities’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Principal Securities’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	$882K	Buy	5,457 +1,061	+24%	+$150K	0.01%	833
2026 Q1	$493K	Sell	4,396 -21,257	-83%	-$2.51M	0.01%	988
2025 Q4	$3.06M	Sell	25,653 -173,115	-87%	-$20.7M	0.05%	343
2025 Q3	$24.1M	Sell	198,768 -294,023	-60%	-$34.2M	0.4%	48
2025 Q2	$55.4M	Buy	492,791 +251,876	+105%	+$25.1M	1.04%	14
2025 Q1	$22.9M	Hold	240,915	–	–	0.51%	38
2024 Q4	$22.9M	Sell	240,915 -80,945	-25%	-$7.67M	0.52%	37
2024 Q3	$29.2M	Buy	321,860 +30,133	+10%	+$2.64M	0.71%	26
2024 Q2	$25.5M	Buy	291,727 +82,385	+39%	+$6.69M	0.7%	26
2024 Q1	$16.8M	Buy	209,342 +209,282	+348,803%	+$15.4M	0.52%	35
2023 Q4	$3.93K	Buy	+60	New	+$3.63K	﹤0.01%	2619

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

Principal Securities's SPMO Position: Q2 2026 in Review

Principal Securities increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 24% in Q2 2026, buying an estimated $150K and bringing the position to 5,457 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #833.

Principal Securities first reported a position in SPMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.4M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Principal Securities held 5,457 shares of Invesco S&P 500 Momentum ETF worth $882K as of Q2 2026.
Principal Securities bought 1,061 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $150K.
Invesco S&P 500 Momentum ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #833 holding.
Principal Securities first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Invesco S&P 500 Momentum ETF position peaked at $55.4M in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.