Harel Insurance Investments & Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Harel Insurance Investments & Financial Services’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	$10.8M	Buy	62,282 +26,702	+75%	+$3.76M	0.05%	100
2026 Q1	$3.99M	Buy	35,580 +23,940	+206%	+$2.83M	0.03%	115
2025 Q4	$1.39M	Sell	11,640 -4,730	-29%	-$567K	0.01%	159
2025 Q3	$2.34M	Buy	16,370 +3,290	+25%	+$383K	0.02%	144
2025 Q2	$1.08M	Buy	13,080 +3,230	+33%	+$322K	0.01%	173
2025 Q1	$925K	Buy	9,850 +3,350	+52%	+$328K	0.01%	165
2024 Q4	$618K	Buy	6,500 +5,800	+829%	+$550K	0.01%	148
2024 Q3	$63K	Buy	+700	New	+$61.3K	﹤0.01%	328

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 22.9% 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

Harel Insurance Investments & Financial Services's SPMO Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 75% in Q2 2026, buying an estimated $3.76M and bringing the position to 62,282 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #100.

Harel Insurance Investments & Financial Services first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Harel Insurance Investments & Financial Services held 62,282 shares of Invesco S&P 500 Momentum ETF worth $10.8M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 26,702 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.76M.
Invesco S&P 500 Momentum ETF made up 0.05% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #100 holding.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.