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

Synergy Investment 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	$6.06M	Sell	37,534 -7,877	-17%	-$1.11M	1.47%	14
2026 Q1	$5.09M	Buy	45,411 +5,928	+15%	+$701K	1.67%	13
2025 Q4	$4.71M	Buy	39,483 +18,883	+92%	+$2.26M	1.67%	17
2025 Q3	$2.49M	Buy	+20,600	New	+$2.4M	0.95%	31
2025 Q2	–	Sell	-19,122	Closed	-$1.77M	–	500
2025 Q1	$1.77M	Buy	19,122 +3,459	+22%	+$339K	0.74%	33
2024 Q4	$1.49M	Buy	+15,663	New	+$1.48M	0.64%	34

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 Investment Management's SPMO Position: Q2 2026 in Review

Synergy Investment Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 17% in Q2 2026, selling an estimated $1.11M and leaving 37,534 shares worth $6.06M. The position accounts for 1.47% of the portfolio, ranked #14.

Synergy Investment Management first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Synergy Investment Management held 37,534 shares of Invesco S&P 500 Momentum ETF worth $6.06M as of Q2 2026.
Synergy Investment Management sold 7,877 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.11M.
Invesco S&P 500 Momentum ETF made up 1.47% of Synergy Investment Management's portfolio in Q2 2026, its #14 holding.
Synergy Investment Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.