Silver Oak Securities’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Silver Oak Securities’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	$7.24M	Buy	44,825 +24,522	+121%	+$3.46M	0.44%	49
2026 Q1	$2.28M	Sell	20,303 -1,061	-5%	-$125K	0.17%	134
2025 Q4	$2.57M	Sell	21,364 -4,554	-18%	-$546K	0.17%	129
2025 Q3	$3.14M	Sell	25,918 -7,234	-22%	-$843K	0.23%	95
2025 Q2	$3.73M	Buy	33,152 +27,666	+504%	+$2.76M	0.3%	70
2025 Q1	$506K	Buy	+5,486	New	+$537K	0.05%	372

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

Silver Oak Securities's SPMO Position: Q2 2026 in Review

Silver Oak Securities increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 121% in Q2 2026, buying an estimated $3.46M and bringing the position to 44,825 shares worth $7.24M. The position accounts for 0.44% of the portfolio, ranked #49.

Silver Oak Securities first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Silver Oak Securities held 44,825 shares of Invesco S&P 500 Momentum ETF worth $7.24M as of Q2 2026.
Silver Oak Securities bought 24,522 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.46M.
Invesco S&P 500 Momentum ETF made up 0.44% of Silver Oak Securities's portfolio in Q2 2026, its #49 holding.
Silver Oak Securities first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.