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

Westend 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	$16.4K	Hold	146	–	–	﹤0.01%	135
2025 Q4	$17.4K	Hold	146	–	–	﹤0.01%	126
2025 Q3	$17.7K	Hold	146	–	–	0.01%	109
2025 Q2	$16.4K	Hold	146	–	–	0.01%	108
2025 Q1	$13.5K	Hold	146	–	–	0.01%	105
2024 Q4	$13.9K	Sell	146 -5,125	-97%	-$486K	﹤0.01%	101
2024 Q3	$478K	Buy	+5,271	New	+$461K	0.16%	33

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Westend Capital Management held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q1 2026 at 146 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Westend Capital Management first reported a position in SPMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $478K in Q3 2024. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Westend Capital Management held 146 shares of Invesco S&P 500 Momentum ETF worth $16.4K as of Q1 2026.
Westend Capital Management left its Invesco S&P 500 Momentum ETF share count unchanged in Q1 2026.
Invesco S&P 500 Momentum ETF made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #135 holding.
Westend Capital Management first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 7 quarters since.
Westend Capital Management's Invesco S&P 500 Momentum ETF position peaked at $478K in Q3 2024.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.