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

Titleist 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	$439K	Sell	2,719 -195	-7%	-$27.5K	0.03%	291
2026 Q1	$327K	Sell	2,914 -74	-2%	-$8.74K	0.02%	316
2025 Q4	$357K	Buy	+2,988	New	+$358K	0.03%	275
2023 Q2	–	Sell	-74,664	Closed	-$4.07M	–	235
2023 Q1	$4.07M	Buy	+74,664	New	+$4.1M	0.86%	25

Other funds holding SPMO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Titleist Asset Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 6.7% in Q2 2026, selling an estimated $27.5K and leaving 2,719 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #291.

Titleist Asset Management first reported a position in SPMO in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.07M in Q1 2023. 245 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Titleist Asset Management held 2,719 shares of Invesco S&P 500 Momentum ETF worth $439K as of Q2 2026.
Titleist Asset Management sold 195 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $27.5K.
Invesco S&P 500 Momentum ETF made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #291 holding.
Titleist Asset Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2023 and has held it in 4 quarters since.
Titleist Asset Management's Invesco S&P 500 Momentum ETF position peaked at $4.07M in Q1 2023.
245 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.