Sutton Place Investors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Sutton Place Investors’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	$1.29M	Sell	7,996 -2,089	-21%	-$294K	0.63%	42
2026 Q1	$1.13M	Buy	10,085 +1,299	+15%	+$154K	0.62%	47
2025 Q4	$1.05M	Buy	8,786 +2,964	+51%	+$355K	0.58%	48
2025 Q3	$705K	Sell	5,822 -193	-3%	-$22.5K	0.4%	58
2025 Q2	$677K	Buy	6,015 +109	+2%	+$10.9K	0.41%	59
2025 Q1	$546K	Sell	5,906 -79	-1%	-$7.73K	0.37%	60
2024 Q4	$569K	Buy	+5,985	New	+$567K	0.33%	71

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

Sutton Place Investors's SPMO Position: Q2 2026 in Review

Sutton Place Investors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 21% in Q2 2026, selling an estimated $294K and leaving 7,996 shares worth $1.29M. The position accounts for 0.63% of the portfolio, ranked #42.

Sutton Place Investors first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Sutton Place Investors held 7,996 shares of Invesco S&P 500 Momentum ETF worth $1.29M as of Q2 2026.
Sutton Place Investors sold 2,089 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $294K.
Invesco S&P 500 Momentum ETF made up 0.63% of Sutton Place Investors's portfolio in Q2 2026, its #42 holding.
Sutton Place Investors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.