Sowell Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sowell Financial Services’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	$1.16M	Buy	7,151 +857	+14%	+$121K	0.04%	425
2026 Q1	$706K	Buy	6,294 +2,284	+57%	+$270K	0.03%	527
2025 Q4	$479K	Buy	4,010 +1,770	+79%	+$212K	0.02%	661
2025 Q3	$271K	Sell	2,240 -23	-1%	-$2.68K	0.01%	853
2025 Q2	$255K	Buy	2,263 +82	+4%	+$8.19K	0.01%	869
2025 Q1	$202K	Buy	+2,181	New	+$213K	0.01%	929

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

Sowell Financial Services's SPMO Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 7,151 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #425.

Sowell Financial Services first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sowell Financial Services held 7,151 shares of Invesco S&P 500 Momentum ETF worth $1.16M as of Q2 2026.
Sowell Financial Services bought 857 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $121K.
Invesco S&P 500 Momentum ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #425 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.