Smithfield Trust’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Smithfield Trust’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	$36K	Hold	227	–	–	﹤0.01%	669
2026 Q1	$26K	Buy	227 +14	+7%	+$1.66K	﹤0.01%	719
2025 Q4	$25K	Hold	213	–	–	﹤0.01%	713
2025 Q3	$25K	Sell	213 -13	-6%	-$1.51K	﹤0.01%	699
2025 Q2	$26K	Hold	226	–	–	﹤0.01%	681
2025 Q1	$22K	Hold	226	–	–	﹤0.01%	708
2024 Q4	$22K	Buy	226 +8	+4%	+$758	﹤0.01%	727
2024 Q3	$20K	Buy	+218	New	+$19.1K	﹤0.01%	728

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

Smithfield Trust's SPMO Position: Q2 2026 in Review

Smithfield Trust held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 227 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Smithfield Trust first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Smithfield Trust held 227 shares of Invesco S&P 500 Momentum ETF worth $36K as of Q2 2026.
Smithfield Trust left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #669 holding.
Smithfield Trust first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.