Realta Investment Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Realta Investment 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 Q2	$7.75K	Buy	48 +7	+17%	+$987	﹤0.01%	326
2026 Q1	$4.6K	Buy	41 +11	+37%	+$1.3K	﹤0.01%	335
2025 Q4	$3.58K	Buy	30 +18	+150%	+$2.16K	﹤0.01%	327
2025 Q3	$1.45K	Buy	+12	New	+$1.4K	﹤0.01%	318
2025 Q2	–	Sell	-1,240	Closed	-$115K	–	336
2025 Q1	$115K	Buy	1,240 +1,040	+520%	+$102K	0.05%	202
2024 Q4	$19.4K	Buy	+200	New	+$19K	0.01%	281

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 22.9% 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

Realta Investment Advisors's SPMO Position: Q2 2026 in Review

Realta Investment Advisors increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q2 2026, buying an estimated $987 and bringing the position to 48 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Realta Investment Advisors first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q1 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Realta Investment Advisors held 48 shares of Invesco S&P 500 Momentum ETF worth $7.75K as of Q2 2026.
Realta Investment Advisors bought 7 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $987.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #326 holding.
Realta Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Realta Investment Advisors's Invesco S&P 500 Momentum ETF position peaked at $115K in Q1 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.