Rockefeller Capital Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Rockefeller Capital 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	$1.7M	Sell	10,535 -453	-4%	-$63.9K	﹤0.01%	1460
2026 Q1	$1.23M	Buy	10,988 +6,145	+127%	+$726K	﹤0.01%	1517
2025 Q4	$578K	Buy	4,843 +1,546	+47%	+$185K	﹤0.01%	1823
2025 Q3	$399K	Buy	+3,297	New	+$384K	﹤0.01%	1880

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 22.96% 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

Rockefeller Capital Management's SPMO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.1% in Q2 2026, selling an estimated $63.9K and leaving 10,535 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Rockefeller Capital Management first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Rockefeller Capital Management held 10,535 shares of Invesco S&P 500 Momentum ETF worth $1.7M as of Q2 2026.
Rockefeller Capital Management sold 453 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $63.9K.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1460 holding.
Rockefeller Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.