Smartleaf Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smartleaf Asset Management’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	$863K	Hold	5,444	–	–	0.03%	447
2026 Q1	$587K	Sell	5,444 -7,908	-59%	-$935K	0.02%	496
2025 Q4	$1.61M	Buy	13,352 +4,770	+56%	+$572K	0.06%	272
2025 Q3	$1.04M	Buy	8,582 +1,225	+17%	+$143K	0.06%	313
2025 Q2	$823K	Buy	7,357 +6,234	+555%	+$622K	0.07%	288
2025 Q1	$104K	Buy	+1,123	New	+$110K	0.01%	819

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

Smartleaf Asset Management's SPMO Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 5,444 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #447.

Smartleaf Asset Management first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Smartleaf Asset Management held 5,444 shares of Invesco S&P 500 Momentum ETF worth $863K as of Q2 2026.
Smartleaf Asset Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #447 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Smartleaf Asset Management's Invesco S&P 500 Momentum ETF position peaked at $1.61M in Q4 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.