Roman Butler Fullerton & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Roman Butler Fullerton & Co’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	$1.06M	Sell	7,078 -74	-1%	-$10.4K	0.25%	102
2026 Q1	$868K	Sell	7,152 -726	-9%	-$85.8K	0.24%	104
2025 Q4	$929K	Sell	7,878 -828	-10%	-$99.2K	0.24%	105
2025 Q3	$1.08M	Buy	8,706 +264	+3%	+$30.8K	0.29%	92
2025 Q2	$971K	Buy	+8,442	New	+$843K	0.29%	93

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

Roman Butler Fullerton & Co's SPMO Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1% in Q2 2026, selling an estimated $10.4K and leaving 7,078 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #102.

Roman Butler Fullerton & Co first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Roman Butler Fullerton & Co held 7,078 shares of Invesco S&P 500 Momentum ETF worth $1.06M as of Q2 2026.
Roman Butler Fullerton & Co sold 74 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $10.4K.
Invesco S&P 500 Momentum ETF made up 0.25% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #102 holding.
Roman Butler Fullerton & Co first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Roman Butler Fullerton & Co's Invesco S&P 500 Momentum ETF position peaked at $1.08M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.