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

Scarborough 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	$581K	Sell	3,813 -36,026	-90%	-$5.08M	0.07%	93
2026 Q1	$4.47M	Buy	39,839 +39,776	+63,137%	+$4.7M	0.49%	48
2025 Q4	$7.46K	Buy	63 +15	+31%	+$1.8K	﹤0.01%	283
2025 Q3	$5.86K	Hold	48	–	–	﹤0.01%	294
2025 Q2	$5.43K	Buy	+48	New	+$4.79K	﹤0.01%	289

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

Scarborough Advisors's SPMO Position: Q2 2026 in Review

Scarborough Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 90% in Q2 2026, selling an estimated $5.08M and leaving 3,813 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #93.

Scarborough Advisors first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Scarborough Advisors held 3,813 shares of Invesco S&P 500 Momentum ETF worth $581K as of Q2 2026.
Scarborough Advisors sold 36,026 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.08M.
Invesco S&P 500 Momentum ETF made up 0.07% of Scarborough Advisors's portfolio in Q2 2026, its #93 holding.
Scarborough Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Scarborough Advisors's Invesco S&P 500 Momentum ETF position peaked at $4.47M in Q1 2026.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.