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

Virtue Capital Management’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 Q1	–	Sell	-2,194	Closed	-$263K	–	361
2025 Q4	$263K	Buy	2,194 +823	+60%	+$98.6K	0.04%	256
2025 Q3	$936K	Sell	1,371 -4,167	-75%	-$485K	0.15%	111
2025 Q2	$623K	Buy	5,538 +1,847	+50%	+$184K	0.11%	131
2025 Q1	$341K	Buy	3,691 +1,127	+44%	+$110K	0.04%	328
2024 Q4	$244K	Sell	2,564 -811	-24%	-$76.9K	0.05%	218
2024 Q3	$306K	Sell	3,375 -153	-4%	-$13.4K	0.06%	196
2024 Q2	$311K	Buy	3,528 +30	+0.9%	+$2.44K	0.05%	281
2024 Q1	$278K	Buy	+3,498	New	+$258K	0.05%	308

Other funds holding SPMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Virtue Capital Management's SPMO Position: Q1 2026 in Review

Virtue Capital Management sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 2,194 shares — an estimated $263K sold.

Virtue Capital Management first reported a position in SPMO in Q1 2024 and held it in 8 quarters. The position peaked at $936K in Q3 2025. 655 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Virtue Capital Management reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
Virtue Capital Management sold 2,194 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $263K.
Virtue Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and held it in 8 quarters.
Virtue Capital Management's Invesco S&P 500 Momentum ETF position peaked at $936K in Q3 2025.
655 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.