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

Truist Financial’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	$17.6M	Sell	108,842 -1,835	-2%	-$259K	0.02%	470
2026 Q1	$12.4M	Buy	110,677 +801	+0.7%	+$94.7K	0.02%	545
2025 Q4	$13.1M	Sell	109,876 -3,007	-3%	-$360K	0.02%	521
2025 Q3	$13.7M	Buy	112,883 +38,197	+51%	+$4.45M	0.02%	516
2025 Q2	$8.4M	Buy	74,686 +9,959	+15%	+$994K	0.01%	641
2025 Q1	$5.99M	Buy	64,727 +51,843	+402%	+$5.07M	0.01%	754
2024 Q4	$1.22M	Buy	12,884 +2,379	+23%	+$225K	﹤0.01%	1455
2024 Q3	$952K	Buy	10,505 +4,495	+75%	+$393K	﹤0.01%	1546
2024 Q2	$526K	Buy	6,010 +872	+17%	+$70.8K	﹤0.01%	1948
2024 Q1	$412K	Buy	+5,138	New	+$379K	﹤0.01%	2101

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

Truist Financial's SPMO Position: Q2 2026 in Review

Truist Financial reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.7% in Q2 2026, selling an estimated $259K and leaving 108,842 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #470.

Truist Financial first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Truist Financial held 108,842 shares of Invesco S&P 500 Momentum ETF worth $17.6M as of Q2 2026.
Truist Financial sold 1,835 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $259K.
Invesco S&P 500 Momentum ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #470 holding.
Truist Financial first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.