Waverly Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Waverly Advisors’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	$7.19M	Sell	44,492 -11,008	-20%	-$1.55M	0.04%	354
2026 Q1	$6.22M	Buy	55,500 +7,658	+16%	+$905K	0.05%	356
2025 Q4	$5.71M	Buy	47,842 +45,774	+2,213%	+$5.49M	0.05%	343
2025 Q3	$250K	Buy	+2,068	New	+$241K	﹤0.01%	1113

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 22.9% 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

Waverly Advisors's SPMO Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q2 2026, selling an estimated $1.55M and leaving 44,492 shares worth $7.19M. The position accounts for 0.04% of the portfolio, ranked #354.

Waverly Advisors first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Waverly Advisors held 44,492 shares of Invesco S&P 500 Momentum ETF worth $7.19M as of Q2 2026.
Waverly Advisors sold 11,008 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.55M.
Invesco S&P 500 Momentum ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #354 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.