Raymond James Financial
SPMO icon

Raymond James Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Raymond James Financial’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 		$294M Buy
1,822,485
+256,756
+16% +$36.2M 0.08% 211
2026
Q1 		$176M Sell
1,565,729
-160,420
-9% -$19M 0.05% 318
2025
Q4 		$206M Buy
1,726,149
+385,146
+29% +$46.2M 0.06% 263
2025
Q3 		$162M Buy
1,341,003
+513,037
+62% +$59.8M 0.05% 326
2025
Q2 		$93.1M Buy
827,966
+501,664
+154% +$50.1M 0.03% 505
2025
Q1 		$30.2M Buy
326,302
+175,028
+116% +$17.1M 0.01% 1029
2024
Q4 		$14.4M Buy
+151,274
New +$14.3M 0.01% 1558

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's SPMO Position: Q2 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, buying an estimated $36.2M and bringing the position to 1,822,485 shares worth $294M. The position accounts for 0.08% of the portfolio, ranked #211.

Raymond James Financial 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.

  • Raymond James Financial held 1,822,485 shares of Invesco S&P 500 Momentum ETF worth $294M as of Q2 2026.
  • Raymond James Financial bought 256,756 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $36.2M.
  • Invesco S&P 500 Momentum ETF made up 0.08% of Raymond James Financial's portfolio in Q2 2026, its #211 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.