Stonebrook Private’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Stonebrook Private’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	$10.4M	Sell	64,487 -24,910	-28%	-$3.51M	1.9%	12
2026 Q1	$10M	Buy	89,397 +339	+0.4%	+$40.1K	2.13%	13
2025 Q4	$10.6M	Buy	89,058 +40,163	+82%	+$4.81M	2.22%	13
2025 Q3	$5.92M	Buy	48,895 +1,528	+3%	+$178K	1.28%	19
2025 Q2	$5.33M	Sell	47,367 -4,372	-8%	-$436K	1.25%	18
2025 Q1	$4.79M	Buy	51,739 +768	+2%	+$75.2K	1.24%	19
2024 Q4	$4.84M	Buy	+50,971	New	+$4.83M	1.27%	21

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

Stonebrook Private's SPMO Position: Q2 2026 in Review

Stonebrook Private reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 28% in Q2 2026, selling an estimated $3.51M and leaving 64,487 shares worth $10.4M. The position accounts for 1.9% of the portfolio, ranked #12.

Stonebrook Private first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2025. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Stonebrook Private held 64,487 shares of Invesco S&P 500 Momentum ETF worth $10.4M as of Q2 2026.
Stonebrook Private sold 24,910 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.51M.
Invesco S&P 500 Momentum ETF made up 1.9% of Stonebrook Private's portfolio in Q2 2026, its #12 holding.
Stonebrook Private first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Stonebrook Private's Invesco S&P 500 Momentum ETF position peaked at $10.6M in Q4 2025.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.