Smith Shellnut Wilson’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smith Shellnut Wilson’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	$2.2M	Buy	13,635 +992	+8%	+$140K	0.82%	30
2026 Q1	$1.42M	Sell	12,643 -1,212	-9%	-$143K	0.62%	41
2025 Q4	$1.65M	Buy	13,855 +2,666	+24%	+$320K	0.63%	36
2025 Q3	$1.35M	Buy	11,189 +3,051	+37%	+$355K	0.52%	40
2025 Q2	$915K	Buy	8,138 +4,252	+109%	+$424K	0.4%	52
2025 Q1	$360K	Buy	+3,886	New	+$380K	0.16%	94

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 Shellnut Wilson's SPMO Position: Q2 2026 in Review

Smith Shellnut Wilson increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.8% in Q2 2026, buying an estimated $140K and bringing the position to 13,635 shares worth $2.2M. The position accounts for 0.82% of the portfolio, ranked #30.

Smith Shellnut Wilson 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.

Smith Shellnut Wilson held 13,635 shares of Invesco S&P 500 Momentum ETF worth $2.2M as of Q2 2026.
Smith Shellnut Wilson bought 992 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $140K.
Invesco S&P 500 Momentum ETF made up 0.82% of Smith Shellnut Wilson's portfolio in Q2 2026, its #30 holding.
Smith Shellnut Wilson 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 Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.