Venture Visionary Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Venture Visionary Partners’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	$21.1M	Sell	130,488 -10,586	-8%	-$1.49M	0.59%	38
2026 Q1	$15.8M	Buy	141,074 +23,777	+20%	+$2.81M	0.53%	42
2025 Q4	$14.1M	Buy	117,297 +1,883	+2%	+$226K	0.46%	49
2025 Q3	$14M	Buy	+115,414	New	+$13.4M	0.48%	47

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

Venture Visionary Partners's SPMO Position: Q2 2026 in Review

Venture Visionary Partners reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 7.5% in Q2 2026, selling an estimated $1.49M and leaving 130,488 shares worth $21.1M. The position accounts for 0.59% of the portfolio, ranked #38.

Venture Visionary Partners first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Venture Visionary Partners held 130,488 shares of Invesco S&P 500 Momentum ETF worth $21.1M as of Q2 2026.
Venture Visionary Partners sold 10,586 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.49M.
Invesco S&P 500 Momentum ETF made up 0.59% of Venture Visionary Partners's portfolio in Q2 2026, its #38 holding.
Venture Visionary Partners first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.