Redwood Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Redwood Investment Management’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	$103M	Sell	638,049 -18,219	-3%	-$2.57M	10.22%	2
2026 Q1	$73.6M	Buy	656,268 +33,157	+5%	+$3.92M	9.14%	2
2025 Q4	$74.3M	Buy	623,111 +582	+0.1%	+$69.8K	8.36%	2
2025 Q3	$75.4M	Buy	622,529 +341,336	+121%	+$39.8M	8.16%	2
2025 Q2	$31.6M	Buy	281,193 +45,947	+20%	+$4.59M	3.35%	5
2025 Q1	$21.8M	Buy	235,246 +211,398	+886%	+$20.7M	2.36%	7
2024 Q4	$2.27M	Buy	23,848 +18,773	+370%	+$1.78M	0.22%	88
2024 Q3	$493K	Buy	+5,075	New	+$444K	0.04%	273

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

Redwood Investment Management's SPMO Position: Q2 2026 in Review

Redwood Investment Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.8% in Q2 2026, selling an estimated $2.57M and leaving 638,049 shares worth $103M. The position accounts for 10.22% of the portfolio, ranked #2.

Redwood Investment Management first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Redwood Investment Management held 638,049 shares of Invesco S&P 500 Momentum ETF worth $103M as of Q2 2026.
Redwood Investment Management sold 18,219 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.57M.
Invesco S&P 500 Momentum ETF made up 10.22% of Redwood Investment Management's portfolio in Q2 2026, its #2 holding.
Redwood Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.