Stone House Investment Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Stone House Investment Management’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	$88.8K	Sell	550 -181	-25%	-$25.5K	0.01%	168
2026 Q1	$82K	Buy	731 +135	+23%	+$16K	0.01%	136
2025 Q4	$71.1K	Sell	596 -5,008	-89%	-$600K	0.01%	138
2025 Q3	$678K	Buy	5,604 +471	+9%	+$54.9K	0.11%	41
2025 Q2	$577K	Buy	5,133 +3,491	+213%	+$349K	0.11%	39
2025 Q1	$152K	Buy	+1,642	New	+$161K	0.03%	70

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 22.9% 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

Stone House Investment Management's SPMO Position: Q2 2026 in Review

Stone House Investment Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 25% in Q2 2026, selling an estimated $25.5K and leaving 550 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #168.

Stone House Investment Management first reported a position in SPMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $678K in Q3 2025. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Stone House Investment Management held 550 shares of Invesco S&P 500 Momentum ETF worth $88.8K as of Q2 2026.
Stone House Investment Management sold 181 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $25.5K.
Invesco S&P 500 Momentum ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #168 holding.
Stone House Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Stone House Investment Management's Invesco S&P 500 Momentum ETF position peaked at $678K in Q3 2025.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.