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

Synergy 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	$5.05M	Buy	31,245 +27,274	+687%	+$3.84M	0.48%	39
2026 Q1	$445K	Buy	3,971 +68	+2%	+$8.04K	0.05%	164
2025 Q4	$466K	Sell	3,903 -15,802	-80%	-$1.89M	0.05%	134
2025 Q3	$2.27M	Buy	19,705 +13,151	+201%	+$1.53M	0.08%	129
2025 Q2	$737K	Buy	6,554 +1,244	+23%	+$124K	0.08%	108
2025 Q1	$491K	Sell	5,310 -6,817	-56%	-$667K	0.06%	119
2024 Q4	$1.13M	Buy	12,127 +6,087	+101%	+$577K	0.09%	111
2024 Q3	$547K	Sell	6,040 -23,118	-79%	-$2.02M	0.08%	97
2024 Q2	$2.55M	Sell	29,158 -27,823	-49%	-$2.26M	0.4%	57
2024 Q1	$4.57M	Buy	+56,981	New	+$4.2M	0.78%	33

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

Synergy Asset Management's SPMO Position: Q2 2026 in Review

Synergy Asset Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 687% in Q2 2026, buying an estimated $3.84M and bringing the position to 31,245 shares worth $5.05M. The position accounts for 0.48% of the portfolio, ranked #39.

Synergy Asset Management first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Synergy Asset Management held 31,245 shares of Invesco S&P 500 Momentum ETF worth $5.05M as of Q2 2026.
Synergy Asset Management bought 27,274 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.84M.
Invesco S&P 500 Momentum ETF made up 0.48% of Synergy Asset Management's portfolio in Q2 2026, its #39 holding.
Synergy Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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