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

Win 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	$9.67M	Buy	+59,881	New	+$8.44M	3.45%	9
2026 Q1	–	Sell	-24,214	Closed	-$2.89M	–	116
2025 Q4	$2.89M	Sell	24,214 -109,296	-82%	-$13.1M	1.23%	19
2025 Q3	$16.2M	Sell	133,510 -23,560	-15%	-$2.74M	7.87%	4
2025 Q2	$17.7M	Buy	157,070 +128,389	+448%	+$12.8M	8.52%	2
2025 Q1	$2.65M	Sell	28,681 -76,437	-73%	-$7.48M	1.36%	23
2024 Q4	$9.99M	Sell	105,118 -16,403	-13%	-$1.55M	4.83%	7
2024 Q3	$11M	Buy	121,521 +49,723	+69%	+$4.35M	5.17%	6
2024 Q2	$6.28M	Buy	71,798 +10,080	+16%	+$819K	2.8%	15
2024 Q1	$4.95M	Buy	+61,718	New	+$4.55M	2.18%	16
2023 Q1	–	Sell	-174	Closed	-$9.88K	–	131
2022 Q4	$9.88K	Hold	174	–	–	﹤0.01%	104
2022 Q3	$9K	Hold	174	–	–	﹤0.01%	94
2022 Q2	$9K	Sell	174 -5,922	-97%	-$333K	0.02%	121
2022 Q1	$373K	Sell	6,096 -19,869	-77%	-$1.2M	0.1%	42
2021 Q4	$1.68M	Buy	+25,965	New	+$1.66M	0.38%	32

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

Win Advisors's SPMO Position: Q2 2026 in Review

Win Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 59,881 shares worth $9.67M. The stake represents 3.45% of the portfolio and ranks #9 among its holdings. This is a return to the name: Win Advisors previously reported a position in SPMO as recently as Q4 2025.

Win Advisors first reported a position in SPMO in Q4 2021 and has held it in 14 quarters since. The position peaked at $17.7M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Win Advisors held 59,881 shares of Invesco S&P 500 Momentum ETF worth $9.67M as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Win Advisors position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 3.45% of Win Advisors's portfolio in Q2 2026, its #9 holding.
Win Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q4 2021 and has held it in 14 quarters since.
Win Advisors's Invesco S&P 500 Momentum ETF position peaked at $17.7M in Q2 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.