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

Vicus 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	$6.93M	Sell	42,872 -258	-0.6%	-$36.4K	0.45%	46
2026 Q1	$4.84M	Buy	43,130 +542	+1%	+$64.1K	0.36%	47
2025 Q4	$5.08M	Sell	42,588 -8,133	-16%	-$975K	0.38%	43
2025 Q3	$6.14M	Sell	50,721 -1,224	-2%	-$143K	0.47%	42
2025 Q2	$5.84M	Sell	51,945 -18,837	-27%	-$1.88M	0.49%	38
2025 Q1	$6.55M	Buy	70,782 +24,906	+54%	+$2.44M	0.61%	29
2024 Q4	$4.36M	Buy	+45,876	New	+$4.35M	0.39%	41

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

Vicus Capital's SPMO Position: Q2 2026 in Review

Vicus Capital reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.6% in Q2 2026, selling an estimated $36.4K and leaving 42,872 shares worth $6.93M. The position accounts for 0.45% of the portfolio, ranked #46.

Vicus Capital first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Vicus Capital held 42,872 shares of Invesco S&P 500 Momentum ETF worth $6.93M as of Q2 2026.
Vicus Capital sold 258 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $36.4K.
Invesco S&P 500 Momentum ETF made up 0.45% of Vicus Capital's portfolio in Q2 2026, its #46 holding.
Vicus Capital first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.