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SPMO icon

Harbour Investments’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Harbour Investments’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 		$15.1M Buy
93,707
+4,593
+5% +$647K 0.2% 97
2026
Q1 		$9.99M Sell
89,114
-18,884
-17% -$2.23M 0.15% 126
2025
Q4 		$12.9M Sell
107,998
-9,915
-8% -$1.19M 0.26% 72
2025
Q3 		$14.3M Buy
117,913
+5,199
+5% +$606K 0.32% 56
2025
Q2 		$12.7M Buy
112,714
+25,716
+30% +$2.57M 0.32% 52
2025
Q1 		$8.05M Buy
86,998
+66,668
+328% +$6.52M 0.23% 84
2024
Q4 		$1.93M Sell
20,330
-16,798
-45% -$1.59M 0.06% 297
2024
Q3 		$3.37M Buy
37,128
+6,570
+22% +$575K 0.1% 169
2024
Q2 		$2.67M Buy
30,558
+29,915
+4,652% +$2.43M 0.09% 200
2024
Q1 		$51.6K Buy
643
+343
+114% +$25.3K ﹤0.01% 1512
2023
Q4 		$19.6K Hold
300
– – ﹤0.01% 1886
2023
Q3 		$17.2K Hold
300
– – ﹤0.01% 1807
2023
Q2 		$16.8K Hold
300
– – ﹤0.01% 1823
2023
Q1 		$16.4K Sell
300
-4,401
-94% -$241K ﹤0.01% 1814
2022
Q4 		$267K Buy
4,701
+3,901
+488% +$219K 0.02% 638
2022
Q3 		$42K Hold
800
– – ﹤0.01% 1336
2022
Q2 		$42K Buy
+800
New +$45K ﹤0.01% 1336
2021
Q4 		$68K Sell
1,050
-200
-16% -$12.8K ﹤0.01% 1125
2021
Q3 		$76K Buy
1,250
+450
+56% +$27.7K ﹤0.01% 1530
2021
Q2 		$47K Hold
800
– – ﹤0.01% 1856
2021
Q1 		$42K Buy
+800
New +$42.5K ﹤0.01% 1794

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harbour Investments's SPMO Position: Q2 2026 in Review

Harbour Investments increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 5.2% in Q2 2026, buying an estimated $647K and bringing the position to 93,707 shares worth $15.1M. The position accounts for 0.2% of the portfolio, ranked #97.

Harbour Investments first reported a position in SPMO in Q1 2021 and has held it in 21 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Harbour Investments held 93,707 shares of Invesco S&P 500 Momentum ETF worth $15.1M as of Q2 2026.
  • Harbour Investments bought 4,593 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $647K.
  • Invesco S&P 500 Momentum ETF made up 0.2% of Harbour Investments's portfolio in Q2 2026, its #97 holding.
  • Harbour Investments first reported a position in Invesco S&P 500 Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • 763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.