Trust Company of Vermont’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Trust Company of Vermont’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	$125K	Buy	+771	New	+$109K	﹤0.01%	446
2025 Q4	$94.3K	Buy	790 +19	+2%	+$2.28K	﹤0.01%	460
2025 Q3	$93.3K	Sell	771 -56	-7%	-$6.52K	﹤0.01%	461
2025 Q2	$93K	Buy	+827	New	+$82.6K	﹤0.01%	454

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 22.9% 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

Trust Company of Vermont's SPMO Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 771 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SPMO as recently as Q4 2025.

Trust Company of Vermont first reported a position in SPMO in Q2 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Trust Company of Vermont held 771 shares of Invesco S&P 500 Momentum ETF worth $125K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Trust Company of Vermont position in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #446 holding.
Trust Company of Vermont first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.