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

World Investment 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	$6.33M	Sell	55,609 -383	-0.7%	-$54K	0.1%	219
2026 Q1	$6.28M	Sell	55,992 -5,951	-10%	-$703K	0.1%	219
2025 Q4	$7.39M	Sell	61,943 -12,866	-17%	-$1.54M	0.12%	195
2025 Q3	$9.06M	Buy	74,809 +39,528	+112%	+$4.6M	0.19%	126
2025 Q2	$3.97M	Buy	35,281 +27,182	+336%	+$2.71M	0.09%	248
2025 Q1	$749K	Buy	8,099 +3,457	+74%	+$338K	0.02%	576
2024 Q4	$441K	Sell	4,642 -511	-10%	-$48.4K	0.01%	696
2024 Q3	$467K	Sell	5,153 -14,684	-74%	-$1.28M	0.01%	607
2024 Q2	$1.73M	Buy	19,837 +5,670	+40%	+$461K	0.11%	182
2024 Q1	$1.14M	Buy	+14,167	New	+$1.04M	0.16%	125

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

World Investment Advisors's SPMO Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.68% in Q2 2026, selling an estimated $54K and leaving 55,609 shares worth $6.33M. The position accounts for 0.1% of the portfolio, ranked #219.

World Investment Advisors first reported a position in SPMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.06M in Q3 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

World Investment Advisors held 55,609 shares of Invesco S&P 500 Momentum ETF worth $6.33M as of Q2 2026.
World Investment Advisors sold 383 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $54K.
Invesco S&P 500 Momentum ETF made up 0.1% of World Investment Advisors's portfolio in Q2 2026, its #219 holding.
World Investment Advisors first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Invesco S&P 500 Momentum ETF position peaked at $9.06M in Q3 2025.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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