Tradition Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Tradition Wealth 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	$3.54M	Sell	21,924 -3,634	-14%	-$512K	0.22%	99
2026 Q1	$2.87M	Buy	25,558 +1,315	+5%	+$155K	0.2%	105
2025 Q4	$2.89M	Buy	24,243 +7,267	+43%	+$871K	0.21%	102
2025 Q3	$2.06M	Sell	16,976 -1,179	-6%	-$137K	0.15%	127
2025 Q2	$2.04M	Buy	18,155 +94	+0.5%	+$9.38K	0.16%	123
2025 Q1	$1.67M	Buy	18,061 +677	+4%	+$66.3K	0.15%	131
2024 Q4	$1.65M	Buy	+17,384	New	+$1.65M	0.15%	127

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

Tradition Wealth Management's SPMO Position: Q2 2026 in Review

Tradition Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 14% in Q2 2026, selling an estimated $512K and leaving 21,924 shares worth $3.54M. The position accounts for 0.22% of the portfolio, ranked #99.

Tradition Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Tradition Wealth Management held 21,924 shares of Invesco S&P 500 Momentum ETF worth $3.54M as of Q2 2026.
Tradition Wealth Management sold 3,634 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $512K.
Invesco S&P 500 Momentum ETF made up 0.22% of Tradition Wealth Management's portfolio in Q2 2026, its #99 holding.
Tradition Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.