StoneCrest Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

StoneCrest Wealth 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	$16.4M	Buy	101,696 +9,146	+10%	+$1.29M	5.25%	2
2026 Q1	$10.4M	Buy	92,550 +1,346	+1%	+$159K	4.39%	4
2025 Q4	$10.9M	Buy	91,204 +6,476	+8%	+$776K	4.39%	4
2025 Q3	$10.3M	Buy	84,728 +17,301	+26%	+$2.02M	4.49%	4
2025 Q2	$7.58M	Buy	67,427 +5,227	+8%	+$522K	3.61%	5
2025 Q1	$5.76M	Buy	62,200 +495	+0.8%	+$48.4K	3.66%	6
2024 Q4	$5.86M	Buy	61,705 +3,419	+6%	+$324K	3.83%	7
2024 Q3	$5.28M	Buy	58,286 +15,353	+36%	+$1.34M	3.84%	9
2024 Q2	$3.75M	Buy	+42,933	New	+$3.49M	2.87%	15

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

StoneCrest Wealth Management's SPMO Position: Q2 2026 in Review

StoneCrest Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 9.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 101,696 shares worth $16.4M. The position accounts for 5.25% of the portfolio, ranked #2.

StoneCrest Wealth Management first reported a position in SPMO in Q2 2024 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

StoneCrest Wealth Management held 101,696 shares of Invesco S&P 500 Momentum ETF worth $16.4M as of Q2 2026.
StoneCrest Wealth Management bought 9,146 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.29M.
Invesco S&P 500 Momentum ETF made up 5.25% of StoneCrest Wealth Management's portfolio in Q2 2026, its #2 holding.
StoneCrest Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 9 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.