UBS Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $95M | Buy |
588,006
+243,626
| +71% | +$34.3M | 0.01% | 1159 |
|
|
2026
Q1 | $38.6M | Buy |
344,380
+46,524
| +16% | +$5.5M | 0.01% | 1900 |
|
|
2025
Q4 | $35.5M | Sell |
297,856
-22,137
| -7% | -$2.65M | 0.01% | 1997 |
|
|
2025
Q3 | $38.7M | Buy |
319,993
+45,785
| +17% | +$5.33M | 0.01% | 1882 |
|
|
2025
Q2 | $30.8M | Sell |
274,208
-342,150
| -56% | -$34.2M | 0.01% | 1948 |
|
|
2025
Q1 | $57M | Buy |
616,358
+492,169
| +396% | +$48.2M | 0.01% | 1359 |
|
|
2024
Q4 | $11.8M | Buy |
124,189
+108,812
| +708% | +$10.3M | ﹤0.01% | 2869 |
|
|
2024
Q3 | $1.39M | Buy |
+15,377
| New | +$1.35M | ﹤0.01% | 4334 |
|
|
2024
Q2 | – | Sell |
-2,260
| Closed | -$181K | – | 10048 |
|
|
2024
Q1 | $181K | Hold |
2,260
| – | – | ﹤0.01% | 5924 |
|
|
2023
Q4 | $148K | Buy |
2,260
+1,958
| +648% | +$118K | ﹤0.01% | 5956 |
|
|
2023
Q3 | $17.3K | Sell |
302
-748
| -71% | -$43K | ﹤0.01% | 6882 |
|
|
2023
Q2 | $58.7K | Sell |
1,050
-2,046
| -66% | -$113K | ﹤0.01% | 6380 |
|
|
2023
Q1 | $169K | Buy |
+3,096
| New | +$170K | ﹤0.01% | 5521 |
|
|
2022
Q4 | – | Sell |
-660
| Closed | -$33K | – | 11119 |
|
|
2022
Q3 | $33K | Buy |
+660
| New | +$35.8K | ﹤0.01% | 6773 |
|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$67K | – | 10899 |
|
|
2022
Q1 | $67K | Buy |
1,091
+1,064
| +3,941% | +$64.3K | ﹤0.01% | 6215 |
|
|
2021
Q4 | $2K | Buy |
27
+20
| +286% | +$1.28K | ﹤0.01% | 9828 |
|
|
2021
Q3 | $0 | Sell |
7
-5,229
| -100% | -$322K | ﹤0.01% | 10048 |
|
|
2021
Q2 | $311K | Buy |
5,236
+4,134
| +375% | +$230K | ﹤0.01% | 5066 |
|
|
2021
Q1 | $58K | Buy |
+1,102
| New | +$58.5K | ﹤0.01% | 6399 |
|
|
2020
Q4 | – | Sell |
-499
| Closed | -$25K | – | 8725 |
|
|
2020
Q3 | $25K | Sell |
499
-167
| -25% | -$7.98K | ﹤0.01% | 6130 |
|
|
2020
Q2 | $29K | Sell |
666
-74
| -10% | -$3.03K | ﹤0.01% | 6303 |
|
|
2020
Q1 | $27K | Buy |
+740
| New | +$30.4K | ﹤0.01% | 6301 |
|
|
2019
Q4 | – | Sell |
-32,076
| Closed | -$1.3M | – | 8381 |
|
|
2019
Q3 | $1.3M | Sell |
32,076
-143,336
| -82% | -$5.84M | ﹤0.01% | 3726 |
|
|
2019
Q2 | $7.09M | Sell |
175,412
-11,186
| -6% | -$443K | ﹤0.01% | 2045 |
|
|
2019
Q1 | $7.33M | Sell |
186,598
-1,397
| -0.7% | -$52K | ﹤0.01% | 1913 |
|
|
2018
Q4 | $6.35M | Buy |
+187,995
| New | +$6.85M | ﹤0.01% | 1951 |
|
|
2018
Q2 | – | Sell |
-1,684
| Closed | -$59K | – | 8226 |
|
|
2018
Q1 | $59K | Buy |
+1,684
| New | +$61.1K | ﹤0.01% | 5590 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$1K | – | 7961 |
|
|
2017
Q1 | $1K | Buy |
+45
| New | +$1.25K | ﹤0.01% | 7460 |
|
|
2016
Q2 | – | Sell |
-344
| Closed | -$9K | – | 7948 |
|
|
2016
Q1 | $9K | Buy |
344
+34
| +11% | +$835 | ﹤0.01% | 6727 |
|
|
2015
Q4 | $8K | Buy |
+310
| New | +$8.03K | ﹤0.01% | 7437 |
|
Other funds holding SPMO
VIA
UBS Group's SPMO Position: Q2 2026 in Review
UBS Group increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 71% in Q2 2026, buying an estimated $34.3M and bringing the position to 588,006 shares worth $95M. The position accounts for 0.01% of the portfolio, ranked #1159.
UBS Group first reported a position in SPMO in Q4 2015 and has held it in 30 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.
- UBS Group held 588,006 shares of Invesco S&P 500 Momentum ETF worth $95M as of Q2 2026.
- UBS Group bought 243,626 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $34.3M.
- Invesco S&P 500 Momentum ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1159 holding.
- UBS Group first reported a position in Invesco S&P 500 Momentum ETF in Q4 2015 and has held it in 30 quarters since.
- 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.