Joel Greenblatt's SPMO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 10,768 shares of Invesco S&P 500 Momentum ETF (SPMO) worth $1.74 M, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SPMO, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 3,540 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco S&P 500 Momentum ETF (SPMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P 500 Momentum ETF (SPMO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,540 | Add 48.98% | 10,768 | $161.54 |
| Q1 2026 | +7,228 | New Buy | 7,228 | $112.11 |
Joel Greenblatt's Invesco S&P 500 Momentum ETF Investment FAQs
Joel Greenblatt first purchased Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, acquiring 7,228 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco S&P 500 Momentum ETF (SPMO) for 2 quarters since Q1 2026.
Joel Greenblatt's largest addition to Invesco S&P 500 Momentum ETF (SPMO) was in Q1 2026, adding 7,228 shares worth $810,331.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 10,768 shares of Invesco S&P 500 Momentum ETF (SPMO), valued at approximately $1.74 M.
As of the Q2 2026 filing, Invesco S&P 500 Momentum ETF (SPMO) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco S&P 500 Momentum ETF (SPMO) was 10,768 shares, as reported at the end of Q2 2026.