Prosperity Capital Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Prosperity Capital 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 Q1	–	Sell	-3,607	Closed	-$430K	–	421
2025 Q4	$430K	Sell	3,607 -33,347	-90%	-$4M	0.03%	271
2025 Q3	$4.47M	Sell	36,954 -5,246	-12%	-$611K	0.26%	73
2025 Q2	$4.75M	Buy	42,200 +35,354	+516%	+$3.53M	0.31%	70
2025 Q1	$638K	Sell	6,846 -23,653	-78%	-$2.31M	0.05%	206
2024 Q4	$2.9M	Buy	+30,499	New	+$2.89M	0.24%	73
2024 Q3	–	Sell	-9,190	Closed	-$804K	–	352
2024 Q2	$804K	Sell	9,190 -20,708	-69%	-$1.68M	0.09%	151
2024 Q1	$2.4M	Buy	+29,898	New	+$2.2M	0.28%	63

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Capital Advisors's SPMO Position: Q1 2026 in Review

Prosperity Capital Advisors sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 3,607 shares — an estimated $430K sold.

Prosperity Capital Advisors first reported a position in SPMO in Q1 2024 and held it in 7 quarters. The position peaked at $4.75M in Q2 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Prosperity Capital Advisors reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 3,607 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $430K.
Prosperity Capital Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 7 quarters.
Prosperity Capital Advisors's Invesco S&P 500 Momentum ETF position peaked at $4.75M in Q2 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.