Smith, Moore & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smith, Moore & Co’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	$6.41M	Buy	39,695 +35,619	+874%	+$5.02M	0.42%	54
2026 Q1	$457K	Sell	4,076 -82	-2%	-$9.69K	0.03%	349
2025 Q4	$496K	Sell	4,158 -37,358	-90%	-$4.48M	0.04%	317
2025 Q3	$5.03M	Buy	41,516 +2,003	+5%	+$233K	0.38%	59
2025 Q2	$4.44M	Buy	+39,513	New	+$3.94M	0.37%	62

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

Smith, Moore & Co's SPMO Position: Q2 2026 in Review

Smith, Moore & Co increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 874% in Q2 2026, buying an estimated $5.02M and bringing the position to 39,695 shares worth $6.41M. The position accounts for 0.42% of the portfolio, ranked #54.

Smith, Moore & Co first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Smith, Moore & Co held 39,695 shares of Invesco S&P 500 Momentum ETF worth $6.41M as of Q2 2026.
Smith, Moore & Co bought 35,619 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $5.02M.
Invesco S&P 500 Momentum ETF made up 0.42% of Smith, Moore & Co's portfolio in Q2 2026, its #54 holding.
Smith, Moore & Co first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.