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TAGStone Capital’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

TAGStone Capital’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
Q1 		$606K Buy
5,402
+1,187
+28% +$140K 0.21% 78
2025
Q4 		$503K Buy
4,215
+1,636
+63% +$196K 0.19% 80
2025
Q3 		$312K Buy
2,579
+439
+21% +$51.1K 0.12% 93
2025
Q2 		$251K Buy
+2,140
New +$214K 0.1% 100

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAGStone Capital's SPMO Position: Q1 2026 in Review

TAGStone Capital increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 28% in Q1 2026, buying an estimated $140K and bringing the position to 5,402 shares worth $606K. The position accounts for 0.21% of the portfolio, ranked #78.

TAGStone Capital first reported a position in SPMO in Q2 2025 and has held it in 4 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • TAGStone Capital held 5,402 shares of Invesco S&P 500 Momentum ETF worth $606K as of Q1 2026.
  • TAGStone Capital bought 1,187 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $140K.
  • Invesco S&P 500 Momentum ETF made up 0.21% of TAGStone Capital's portfolio in Q1 2026, its #78 holding.
  • TAGStone Capital first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.