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Santori & Peters Inc’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Santori & Peters Inc’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 		$988K Buy
6,117
+2,620
+75% +$369K 0.28% 31
2026
Q1 		$392K Buy
3,497
+2
+0.1% +$236 0.12% 52
2025
Q4 		$417K Buy
3,495
+100
+3% +$12K 0.14% 51
2025
Q3 		$411K Buy
+3,395
New +$395K 0.15% 46

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

Santori & Peters Inc's SPMO Position: Q2 2026 in Review

Santori & Peters Inc increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 75% in Q2 2026, buying an estimated $369K and bringing the position to 6,117 shares worth $988K. The position accounts for 0.28% of the portfolio, ranked #31.

Santori & Peters Inc 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.

  • Santori & Peters Inc held 6,117 shares of Invesco S&P 500 Momentum ETF worth $988K as of Q2 2026.
  • Santori & Peters Inc bought 2,620 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $369K.
  • Invesco S&P 500 Momentum ETF made up 0.28% of Santori & Peters Inc's portfolio in Q2 2026, its #31 holding.
  • Santori & Peters Inc 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 Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.