Sumitomo Mitsui DS Asset Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sumitomo Mitsui DS 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	$1.01M	Sell	6,255 -732	-10%	-$103K	0.01%	626
2026 Q1	$783K	Buy	6,987 +5,114	+273%	+$604K	0.01%	637
2025 Q4	$223K	Buy	+1,873	New	+$224K	﹤0.01%	741

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

Sumitomo Mitsui DS Asset Management's SPMO Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 10% in Q2 2026, selling an estimated $103K and leaving 6,255 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #626.

Sumitomo Mitsui DS Asset Management first reported a position in SPMO in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 6,255 shares of Invesco S&P 500 Momentum ETF worth $1.01M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 732 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $103K.
Invesco S&P 500 Momentum ETF made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #626 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.