Sigma Planning Corp’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sigma Planning Corp’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	$9.43M	Buy	58,369 +2,524	+5%	+$356K	0.24%	73
2026 Q1	$6.26M	Buy	55,845 +3,086	+6%	+$365K	0.17%	114
2025 Q4	$6.3M	Buy	52,759 +5,938	+13%	+$712K	0.17%	109
2025 Q3	$5.67M	Buy	46,821 +26,438	+130%	+$3.08M	0.16%	122
2025 Q2	$2.29M	Buy	20,383 +1,373	+7%	+$137K	0.07%	278
2025 Q1	$1.76M	Buy	19,010 +14,896	+362%	+$1.46M	0.06%	314
2024 Q4	$391K	Sell	4,114 -588	-13%	-$55.7K	0.01%	827
2024 Q3	$426K	Buy	4,702 +1,576	+50%	+$138K	0.01%	803
2024 Q2	$273K	Buy	+3,126	New	+$254K	0.01%	962

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

Sigma Planning Corp's SPMO Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 4.5% in Q2 2026, buying an estimated $356K and bringing the position to 58,369 shares worth $9.43M. The position accounts for 0.24% of the portfolio, ranked #73.

Sigma Planning Corp first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sigma Planning Corp held 58,369 shares of Invesco S&P 500 Momentum ETF worth $9.43M as of Q2 2026.
Sigma Planning Corp bought 2,524 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $356K.
Invesco S&P 500 Momentum ETF made up 0.24% of Sigma Planning Corp's portfolio in Q2 2026, its #73 holding.
Sigma Planning Corp first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.