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Robertson Stephens Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Robertson Stephens Wealth 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 		$7.8M Buy
+48,273
New +$6.8M 0.19% 96

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Robertson Stephens Wealth Management's SPMO Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 48,273 shares worth $7.8M. The stake represents 0.19% of the portfolio and ranks #96 among its holdings.

764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Robertson Stephens Wealth Management held 48,273 shares of Invesco S&P 500 Momentum ETF worth $7.8M as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up 0.19% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #96 holding.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.