Sovran Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sovran Advisors’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	$631K	Sell	4,480 -810	-15%	-$114K	0.05%	334
2026 Q1	$708K	Sell	5,290 -263	-5%	-$31.1K	0.06%	293
2025 Q4	$665K	Buy	5,553 +648	+13%	+$77.7K	0.06%	294
2025 Q3	$597K	Sell	4,905 -738	-13%	-$86K	0.05%	300
2025 Q2	$628K	Sell	5,643 -4,517	-44%	-$451K	0.07%	278
2025 Q1	$897K	Buy	10,160 +1,538	+18%	+$151K	0.12%	186
2024 Q4	$823K	Buy	+8,622	New	+$817K	0.12%	179

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

Sovran Advisors's SPMO Position: Q2 2026 in Review

Sovran Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 15% in Q2 2026, selling an estimated $114K and leaving 4,480 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #334.

Sovran Advisors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $897K in Q1 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sovran Advisors held 4,480 shares of Invesco S&P 500 Momentum ETF worth $631K as of Q2 2026.
Sovran Advisors sold 810 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $114K.
Invesco S&P 500 Momentum ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #334 holding.
Sovran Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Invesco S&P 500 Momentum ETF position peaked at $897K in Q1 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.