Steward Partners Investment Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Steward Partners Investment Advisory’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	$20.9M	Buy	129,338 +916	+0.7%	+$129K	0.11%	186
2026 Q1	$14.4M	Buy	128,422 +15,486	+14%	+$1.83M	0.07%	249
2025 Q4	$13.5M	Buy	112,936 +21,622	+24%	+$2.59M	0.07%	240
2025 Q3	$11.1M	Buy	91,314 +25,820	+39%	+$3.01M	0.06%	263
2025 Q2	$7.37M	Sell	65,494 -2,167	-3%	-$216K	0.06%	324
2025 Q1	$6.26M	Buy	67,661 +40,783	+152%	+$3.99M	0.06%	338
2024 Q4	$2.55M	Buy	26,878 +26,550	+8,095%	+$2.52M	0.02%	564
2024 Q3	$29.7K	Sell	328 -700	-68%	-$61.3K	﹤0.01%	2476
2024 Q2	$89.9K	Buy	1,028 +700	+213%	+$56.9K	﹤0.01%	1830
2024 Q1	$26.3K	Hold	328	–	–	﹤0.01%	2401
2023 Q4	$21.5K	Hold	328	–	–	﹤0.01%	2369
2023 Q3	$18.8K	Hold	328	–	–	﹤0.01%	2337
2023 Q2	$18.3K	Hold	328	–	–	﹤0.01%	2330
2023 Q1	$17.9K	Hold	328	–	–	﹤0.01%	2291
2022 Q4	$18.6K	Hold	328	–	–	﹤0.01%	2261
2022 Q3	$17K	Hold	328	–	–	﹤0.01%	2302
2022 Q2	$17K	Hold	328	–	–	﹤0.01%	2302
2022 Q1	$20K	Sell	328 -184	-36%	-$11.1K	﹤0.01%	2375
2021 Q4	$33K	Sell	512 -47	-8%	-$3K	﹤0.01%	2099
2021 Q3	$34K	Buy	559 +167	+43%	+$10.3K	﹤0.01%	2071
2021 Q2	$23K	Sell	392 -2,431	-86%	-$136K	﹤0.01%	4925
2021 Q1	$150K	Sell	2,823 -3,342	-54%	-$177K	﹤0.01%	1426
2020 Q4	$326K	Buy	6,165 +2,532	+70%	+$129K	0.01%	889
2020 Q3	$182K	Buy	3,633 +1,411	+64%	+$67.4K	﹤0.01%	979
2020 Q2	$97K	Buy	+2,222	New	+$91K	﹤0.01%	1169

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

Steward Partners Investment Advisory's SPMO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.71% in Q2 2026, buying an estimated $129K and bringing the position to 129,338 shares worth $20.9M. The position accounts for 0.11% of the portfolio, ranked #186.

Steward Partners Investment Advisory first reported a position in SPMO in Q2 2020 and has held it in 25 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Steward Partners Investment Advisory held 129,338 shares of Invesco S&P 500 Momentum ETF worth $20.9M as of Q2 2026.
Steward Partners Investment Advisory bought 916 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $129K.
Invesco S&P 500 Momentum ETF made up 0.11% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #186 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q2 2020 and has held it in 25 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.