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

Stifel Financial’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	$35.9M	Sell	222,301 -13,952	-6%	-$1.97M	0.03%	467
2026 Q1	$26.5M	Sell	236,253 -18,113	-7%	-$2.14M	0.02%	528
2025 Q4	$30.4M	Buy	254,366 +20,403	+9%	+$2.45M	0.03%	498
2025 Q3	$28.3M	Buy	233,963 +27,663	+13%	+$3.22M	0.03%	519
2025 Q2	$23.2M	Sell	206,300 -80,145	-28%	-$8M	0.02%	539
2025 Q1	$26.5M	Sell	286,445 -16,729	-6%	-$1.64M	0.03%	477
2024 Q4	$28.8M	Buy	303,174 +266,859	+735%	+$25.3M	0.03%	451
2024 Q3	$3.29M	Sell	36,315 -13,194	-27%	-$1.15M	﹤0.01%	1451
2024 Q2	$4.33M	Buy	49,509 +18,229	+58%	+$1.48M	﹤0.01%	1232
2024 Q1	$2.51M	Buy	+31,280	New	+$2.3M	﹤0.01%	1556

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

Stifel Financial's SPMO Position: Q2 2026 in Review

Stifel Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.9% in Q2 2026, selling an estimated $1.97M and leaving 222,301 shares worth $35.9M. The position accounts for 0.03% of the portfolio, ranked #467.

Stifel Financial first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Stifel Financial held 222,301 shares of Invesco S&P 500 Momentum ETF worth $35.9M as of Q2 2026.
Stifel Financial sold 13,952 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.97M.
Invesco S&P 500 Momentum ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #467 holding.
Stifel Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.