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

Truvestments Capital’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	$4.36K	Hold	27	–	–	﹤0.01%	923
2026 Q1	$3.03K	Hold	27	–	–	﹤0.01%	956
2025 Q4	$3.22K	Hold	27	–	–	﹤0.01%	850
2025 Q3	$3.27K	Hold	27	–	–	﹤0.01%	879
2025 Q2	$3.04K	Hold	27	–	–	﹤0.01%	792
2025 Q1	$2.5K	Hold	27	–	–	﹤0.01%	837
2024 Q4	$2.56K	Buy	+27	New	+$2.56K	﹤0.01%	799

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

Truvestments Capital's SPMO Position: Q2 2026 in Review

Truvestments Capital held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 27 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Truvestments Capital first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Truvestments Capital held 27 shares of Invesco S&P 500 Momentum ETF worth $4.36K as of Q2 2026.
Truvestments Capital left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #923 holding.
Truvestments Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.