Sanctuary Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sanctuary Advisors’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	$41.2M	Sell	255,060 -33,928	-12%	-$4.78M	0.19%	108
2026 Q1	$32.4M	Buy	288,988 +9,187	+3%	+$1.09M	0.18%	121
2025 Q4	$33.4M	Buy	279,801 +81,827	+41%	+$9.81M	0.18%	113
2025 Q3	$24M	Buy	197,974 +19,868	+11%	+$2.31M	0.14%	161
2025 Q2	$20M	Buy	178,106 +124,118	+230%	+$12.4M	0.12%	178
2025 Q1	$5M	Buy	53,988 +6,759	+14%	+$661K	0.04%	466
2024 Q4	$4.76M	Buy	47,229 +1,361	+3%	+$129K	0.03%	512
2024 Q3	$4.38M	Buy	+45,868	New	+$4.01M	0.03%	548

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

Sanctuary Advisors's SPMO Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, selling an estimated $4.78M and leaving 255,060 shares worth $41.2M. The position accounts for 0.19% of the portfolio, ranked #108.

Sanctuary Advisors first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sanctuary Advisors held 255,060 shares of Invesco S&P 500 Momentum ETF worth $41.2M as of Q2 2026.
Sanctuary Advisors sold 33,928 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $4.78M.
Invesco S&P 500 Momentum ETF made up 0.19% of Sanctuary Advisors's portfolio in Q2 2026, its #108 holding.
Sanctuary Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.