Wells Fargo’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Wells Fargo’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	$137M	Buy	1,224,459 +236,325	+24%	+$27.9M	0.03%	517
2025 Q4	$118M	Buy	988,134 +106,077	+12%	+$12.7M	0.02%	564
2025 Q3	$107M	Buy	882,057 +290,424	+49%	+$33.8M	0.02%	580
2025 Q2	$66.5M	Buy	591,633 +333,900	+130%	+$33.3M	0.01%	728
2025 Q1	$23.8M	Sell	257,733 -54,387	-17%	-$5.32M	0.01%	1215
2024 Q4	$29.7M	Buy	312,120 +311,708	+75,657%	+$29.5M	0.01%	1087
2024 Q3	$37.4K	Buy	412 +411	+41,100%	+$36K	﹤0.01%	5450
2024 Q2	$130	Hold	1	–	–	﹤0.01%	6228
2024 Q1	$70	Sell	1 -6,057	-100%	-$446K	﹤0.01%	6747
2023 Q4	$397K	Buy	+6,058	New	+$366K	﹤0.01%	4011
2023 Q3	–	Sell	-1	Closed	-$57	–	7221
2023 Q2	$54	Buy	+1	New	+$55	﹤0.01%	7036
2023 Q1	–	Sell	-1	Closed	-$55	–	7107
2022 Q4	$57	Hold	1	–	–	﹤0.01%	6972
2022 Q3	$0	Buy	+1	New	+$54	﹤0.01%	7308
2022 Q2	–	Sell	-1	Closed	-$56	–	7438
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7755
2021 Q4	$0	Buy	+1	New	+$64	﹤0.01%	7764
2021 Q2	–	Sell	-1	Closed	-$56	–	7397
2021 Q1	$0	Hold	1	–	–	﹤0.01%	7336
2020 Q4	$0	Hold	1	–	–	﹤0.01%	6980
2020 Q3	$0	Hold	1	–	–	﹤0.01%	6859
2020 Q2	$0	Hold	1	–	–	﹤0.01%	6777
2020 Q1	$0	Buy	+1	New	+$41	﹤0.01%	6752
2019 Q3	–	Sell	-1	Closed	–	–	6692
2019 Q2	$0	Hold	1	–	–	﹤0.01%	6601
2019 Q1	$0	Buy	+1	New	+$37	﹤0.01%	6417

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo's SPMO Position: Q1 2026 in Review

Wells Fargo increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 24% in Q1 2026, buying an estimated $27.9M and bringing the position to 1,224,459 shares worth $137M. The position accounts for 0.03% of the portfolio, ranked #517.

Wells Fargo first reported a position in SPMO in Q1 2019 and has held it in 22 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Wells Fargo held 1,224,459 shares of Invesco S&P 500 Momentum ETF worth $137M as of Q1 2026.
Wells Fargo bought 236,325 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $27.9M.
Invesco S&P 500 Momentum ETF made up 0.03% of Wells Fargo's portfolio in Q1 2026, its #517 holding.
Wells Fargo first reported a position in Invesco S&P 500 Momentum ETF in Q1 2019 and has held it in 22 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.