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

Tidemark’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	$8.42M	Buy	52,096 +5,581	+12%	+$787K	1.89%	16
2026 Q1	$5.21M	Buy	46,515 +386	+0.8%	+$45.6K	1.33%	23
2025 Q4	$5.5M	Buy	46,129 +3,547	+8%	+$425K	1.56%	20
2025 Q3	$5.15M	Buy	42,582 +194	+0.5%	+$22.6K	1.5%	20
2025 Q2	$4.77M	Buy	42,388 +1,754	+4%	+$175K	1.54%	19
2025 Q1	$3.76M	Buy	40,634 +3,590	+10%	+$351K	1.38%	17
2024 Q4	$3.52M	Buy	+37,044	New	+$3.51M	1.35%	17
2024 Q3	–	Sell	-10	Closed	-$875	–	647
2024 Q2	$875	Hold	10	–	–	﹤0.01%	572
2024 Q1	$802	Hold	10	–	–	﹤0.01%	649
2023 Q4	$655	Buy	+10	New	+$605	﹤0.01%	653

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

Tidemark's SPMO Position: Q2 2026 in Review

Tidemark increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 12% in Q2 2026, buying an estimated $787K and bringing the position to 52,096 shares worth $8.42M. The position accounts for 1.89% of the portfolio, ranked #16.

Tidemark first reported a position in SPMO in Q4 2023 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Tidemark held 52,096 shares of Invesco S&P 500 Momentum ETF worth $8.42M as of Q2 2026.
Tidemark bought 5,581 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $787K.
Invesco S&P 500 Momentum ETF made up 1.89% of Tidemark's portfolio in Q2 2026, its #16 holding.
Tidemark first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.