Smart Money Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smart Money Group’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	$1.21M	Sell	7,470 -1,449	-16%	-$204K	0.31%	44
2026 Q1	$1,000K	Sell	8,919 -2,233	-20%	-$264K	0.29%	51
2025 Q4	$1.33M	Buy	11,152 +1,844	+20%	+$221K	0.39%	31
2025 Q3	$1.13M	Buy	9,308 +7,362	+378%	+$858K	0.33%	37
2025 Q2	$219K	Sell	1,946 -3,371	-63%	-$337K	0.07%	74
2025 Q1	$492K	Sell	5,317 -250,286	-98%	-$24.5M	0.17%	60
2024 Q4	$24.3M	Buy	255,603 +10,819	+4%	+$1.03M	8.39%	3
2024 Q3	$22.2M	Buy	244,784 +43,549	+22%	+$3.81M	7.93%	3
2024 Q2	$17.3M	Buy	+201,235	New	+$16.3M	6.19%	4

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

Smart Money Group's SPMO Position: Q2 2026 in Review

Smart Money Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 16% in Q2 2026, selling an estimated $204K and leaving 7,470 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #44.

Smart Money Group first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.3M in Q4 2024. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Smart Money Group held 7,470 shares of Invesco S&P 500 Momentum ETF worth $1.21M as of Q2 2026.
Smart Money Group sold 1,449 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $204K.
Invesco S&P 500 Momentum ETF made up 0.31% of Smart Money Group's portfolio in Q2 2026, its #44 holding.
Smart Money Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Smart Money Group's Invesco S&P 500 Momentum ETF position peaked at $24.3M in Q4 2024.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.