Watershed Private Wealth’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Watershed Private Wealth’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	$5.15M	Sell	31,857 -17,579	-36%	-$2.48M	1.45%	15
2026 Q1	$5.54M	Buy	49,436 +385	+0.8%	+$45.5K	1.73%	14
2025 Q4	$5.85M	Buy	49,051 +19,869	+68%	+$2.38M	1.76%	14
2025 Q3	$3.53M	Sell	29,182 -2,096	-7%	-$244K	1.12%	21
2025 Q2	$3.52M	Sell	31,278 -1,229	-4%	-$123K	1.28%	18
2025 Q1	$3.01M	Sell	32,507 -20,120	-38%	-$1.97M	1.2%	21
2024 Q4	$5M	Buy	+52,627	New	+$4.99M	1.95%	14

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

Watershed Private Wealth's SPMO Position: Q2 2026 in Review

Watershed Private Wealth reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 36% in Q2 2026, selling an estimated $2.48M and leaving 31,857 shares worth $5.15M. The position accounts for 1.45% of the portfolio, ranked #15.

Watershed Private Wealth first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.85M in Q4 2025. 761 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Watershed Private Wealth held 31,857 shares of Invesco S&P 500 Momentum ETF worth $5.15M as of Q2 2026.
Watershed Private Wealth sold 17,579 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.48M.
Invesco S&P 500 Momentum ETF made up 1.45% of Watershed Private Wealth's portfolio in Q2 2026, its #15 holding.
Watershed Private Wealth first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Watershed Private Wealth's Invesco S&P 500 Momentum ETF position peaked at $5.85M in Q4 2025.
761 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.