Southland Equity Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Southland Equity Partners’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	$3.66M	Buy	22,642 +573	+3%	+$80.8K	0.64%	37
2026 Q1	$2.47M	Buy	22,069 +1,120	+5%	+$132K	0.48%	49
2025 Q4	$2.5M	Buy	20,949 +568	+3%	+$68.1K	0.49%	48
2025 Q3	$2.47M	Buy	20,381 +266	+1%	+$31K	0.5%	49
2025 Q2	$2.26M	Buy	20,115 +2,806	+16%	+$280K	0.5%	47
2025 Q1	$1.6M	Buy	17,309 +2,416	+16%	+$236K	0.37%	52
2024 Q4	$1.42M	Buy	14,893 +949	+7%	+$90K	0.33%	57
2024 Q3	$1.26M	Buy	13,944 +379	+3%	+$33.2K	0.31%	62
2024 Q2	$1.19M	Buy	13,565 +14	+0.1%	+$1.14K	0.34%	58
2024 Q1	$1.09M	Buy	13,551 +1,166	+9%	+$85.9K	0.31%	56
2023 Q4	$811K	Buy	12,385 +4,681	+61%	+$283K	0.25%	65
2023 Q3	$441K	Buy	7,704 +1,257	+19%	+$72.2K	0.15%	95
2023 Q2	$361K	Buy	6,447 +797	+14%	+$44K	0.12%	110
2023 Q1	$308K	Buy	5,650 +1,302	+30%	+$71.4K	0.12%	126
2022 Q4	$247K	Buy	+4,348	New	+$244K	0.1%	149

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

Southland Equity Partners's SPMO Position: Q2 2026 in Review

Southland Equity Partners increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.6% in Q2 2026, buying an estimated $80.8K and bringing the position to 22,642 shares worth $3.66M. The position accounts for 0.64% of the portfolio, ranked #37.

Southland Equity Partners first reported a position in SPMO in Q4 2022 and has held it in 15 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Southland Equity Partners held 22,642 shares of Invesco S&P 500 Momentum ETF worth $3.66M as of Q2 2026.
Southland Equity Partners bought 573 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $80.8K.
Invesco S&P 500 Momentum ETF made up 0.64% of Southland Equity Partners's portfolio in Q2 2026, its #37 holding.
Southland Equity Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2022 and has held it in 15 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.