StoneX Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

StoneX Group’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	$2.55M	Sell	15,808 -408	-3%	-$57.5K	0.1%	162
2026 Q1	$1.82M	Sell	16,216 -1,472	-8%	-$174K	0.1%	170
2025 Q4	$2.11M	Sell	17,688 -12,566	-42%	-$1.51M	0.09%	176
2025 Q3	$3.66M	Buy	30,254 +12,253	+68%	+$1.43M	0.16%	120
2025 Q2	$2.02M	Buy	18,001 +3,807	+27%	+$380K	0.1%	177
2025 Q1	$1.31M	Sell	14,194 -1,782	-11%	-$174K	0.07%	237
2024 Q4	$1.52M	Buy	15,976 +5,929	+59%	+$562K	0.08%	206
2024 Q3	$911K	Buy	+10,047	New	+$879K	0.07%	239
2023 Q4	–	Sell	-3,863	Closed	-$221K	–	709
2023 Q3	$221K	Buy	+3,863	New	+$222K	0.02%	494
2023 Q1	–	Sell	-3,726	Closed	-$212K	–	794
2022 Q4	$212K	Buy	+3,726	New	+$209K	0.03%	480
2021 Q3	–	Sell	-3,830	Closed	-$227K	–	506
2021 Q2	$227K	Hold	3,830	–	–	0.03%	425
2021 Q1	$203K	Hold	3,830	–	–	0.04%	396
2020 Q4	$203K	Sell	3,830 -720	-16%	-$36.8K	0.04%	350
2020 Q3	$227K	Buy	+4,550	New	+$217K	0.07%	279
2020 Q1	–	Sell	-5,315	Closed	-$223K	–	312
2019 Q4	$223K	Hold	5,315	–	–	0.09%	269
2019 Q3	$216K	Buy	+5,315	New	+$217K	0.13%	227

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

StoneX Group's SPMO Position: Q2 2026 in Review

StoneX Group reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.5% in Q2 2026, selling an estimated $57.5K and leaving 15,808 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #162.

StoneX Group first reported a position in SPMO in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.66M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

StoneX Group held 15,808 shares of Invesco S&P 500 Momentum ETF worth $2.55M as of Q2 2026.
StoneX Group sold 408 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $57.5K.
Invesco S&P 500 Momentum ETF made up 0.1% of StoneX Group's portfolio in Q2 2026, its #162 holding.
StoneX Group first reported a position in Invesco S&P 500 Momentum ETF in Q3 2019 and has held it in 16 quarters since.
StoneX Group's Invesco S&P 500 Momentum ETF position peaked at $3.66M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.