Private Advisor Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Private Advisor Group’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	$89M	Sell	550,659 -11,821	-2%	-$1.67M	0.41%	39
2026 Q1	$63.1M	Buy	562,480 +35,630	+7%	+$4.21M	0.3%	62
2025 Q4	$62.9M	Buy	526,850 +10,567	+2%	+$1.27M	0.3%	64
2025 Q3	$62.5M	Buy	516,283 +362,925	+237%	+$42.3M	0.31%	60
2025 Q2	$17.2M	Buy	153,358 +27,783	+22%	+$2.77M	0.09%	221
2025 Q1	$11.6M	Buy	125,575 +22,185	+21%	+$2.17M	0.07%	297
2024 Q4	$9.82M	Buy	103,390 +77,723	+303%	+$7.37M	0.06%	328
2024 Q3	$2.33M	Buy	25,667 +5,396	+27%	+$472K	0.01%	806
2024 Q2	$1.77M	Buy	20,271 +14,574	+256%	+$1.18M	0.01%	891
2024 Q1	$457K	Buy	5,697 +1,081	+23%	+$79.6K	﹤0.01%	1577
2023 Q4	$302K	Buy	4,616 +330	+8%	+$20K	﹤0.01%	1775
2023 Q3	$246K	Sell	4,286 -1,620	-27%	-$93.1K	﹤0.01%	1765
2023 Q2	$330K	Sell	5,906 -850	-13%	-$46.9K	﹤0.01%	1567
2023 Q1	$368K	Sell	6,756 -21,696	-76%	-$1.19M	﹤0.01%	1459
2022 Q4	$1.61K	Buy	+28,452	New	+$1.6M	﹤0.01%	1152

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

Private Advisor Group's SPMO Position: Q2 2026 in Review

Private Advisor Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.1% in Q2 2026, selling an estimated $1.67M and leaving 550,659 shares worth $89M. The position accounts for 0.41% of the portfolio, ranked #39.

Private Advisor Group first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Private Advisor Group held 550,659 shares of Invesco S&P 500 Momentum ETF worth $89M as of Q2 2026.
Private Advisor Group sold 11,821 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.67M.
Invesco S&P 500 Momentum ETF made up 0.41% of Private Advisor Group's portfolio in Q2 2026, its #39 holding.
Private Advisor Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.