Rossby Financial’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Rossby Financial’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	$46.8K	Sell	290 -125	-30%	-$17.6K	0.01%	713
2026 Q1	$47.5K	Buy	415 +129	+45%	+$15.2K	0.01%	743
2025 Q4	$34.1K	Sell	286 -48	-14%	-$5.75K	0.01%	618
2025 Q3	$40.3K	Buy	334 +30	+10%	+$3.5K	0.01%	576
2025 Q2	$34.2K	Buy	304 +214	+238%	+$21.4K	0.01%	564
2025 Q1	$8.46K	Buy	+90	New	+$8.81K	﹤0.01%	747

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

Rossby Financial's SPMO Position: Q2 2026 in Review

Rossby Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 30% in Q2 2026, selling an estimated $17.6K and leaving 290 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #713.

Rossby Financial first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $47.5K in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Rossby Financial held 290 shares of Invesco S&P 500 Momentum ETF worth $46.8K as of Q2 2026.
Rossby Financial sold 125 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $17.6K.
Invesco S&P 500 Momentum ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #713 holding.
Rossby Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's Invesco S&P 500 Momentum ETF position peaked at $47.5K in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.