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

TD Capital 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 Q1	$1.8M	Buy	16,027 +2,540	+19%	+$300K	0.16%	59
2025 Q4	$1.61M	Buy	13,487 +908	+7%	+$109K	0.14%	58
2025 Q3	$1.52M	Buy	12,579 +3,431	+38%	+$400K	0.14%	57
2025 Q2	$1.03M	Buy	9,148 +5,819	+175%	+$581K	0.1%	61
2025 Q1	$308K	Buy	+3,329	New	+$326K	0.03%	86

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Capital Management's SPMO Position: Q1 2026 in Review

TD Capital Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 19% in Q1 2026, buying an estimated $300K and bringing the position to 16,027 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #59.

TD Capital Management first reported a position in SPMO in Q1 2025 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

TD Capital Management held 16,027 shares of Invesco S&P 500 Momentum ETF worth $1.8M as of Q1 2026.
TD Capital Management bought 2,540 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $300K.
Invesco S&P 500 Momentum ETF made up 0.16% of TD Capital Management's portfolio in Q1 2026, its #59 holding.
TD Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 5 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

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