Sugar Maple Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sugar Maple Asset 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	$205K	Sell	1,270 -674	-35%	-$95K	0.13%	78
2026 Q1	$218K	Sell	1,944 -2,770	-59%	-$327K	0.13%	81
2025 Q4	$562K	Sell	4,714 -3,929	-45%	-$471K	0.38%	45
2025 Q3	$1.05M	Sell	8,643 -2,852	-25%	-$332K	0.75%	31
2025 Q2	$1.29M	Buy	+11,495	New	+$1.15M	1.01%	23

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

Sugar Maple Asset Management's SPMO Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 35% in Q2 2026, selling an estimated $95K and leaving 1,270 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #78.

Sugar Maple Asset Management first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sugar Maple Asset Management held 1,270 shares of Invesco S&P 500 Momentum ETF worth $205K as of Q2 2026.
Sugar Maple Asset Management sold 674 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $95K.
Invesco S&P 500 Momentum ETF made up 0.13% of Sugar Maple Asset Management's portfolio in Q2 2026, its #78 holding.
Sugar Maple Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Sugar Maple Asset Management's Invesco S&P 500 Momentum ETF position peaked at $1.29M in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.