Harvest Investment Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Harvest Investment 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	$747K	Buy	4,622 +98	+2%	+$13.8K	0.12%	193
2026 Q1	$507K	Sell	4,524 -32	-0.7%	-$3.78K	0.09%	203
2025 Q4	$544K	Buy	4,556 +176	+4%	+$21.1K	0.1%	191
2025 Q3	$530K	Sell	4,380 -113	-3%	-$13.2K	0.11%	189
2025 Q2	$505K	Buy	4,493 +73	+2%	+$7.29K	0.11%	193
2025 Q1	$409K	Sell	4,420 -189	-4%	-$18.5K	0.11%	177
2024 Q4	$438K	Sell	4,609 -139	-3%	-$13.2K	0.11%	183
2024 Q3	$430K	Sell	4,748 -16	-0.3%	-$1.4K	0.14%	150
2024 Q2	$417K	Buy	4,764 +5	+0.1%	+$406	0.17%	124
2024 Q1	$382K	Sell	4,759 -15	-0.3%	-$1.1K	0.15%	130
2023 Q4	$313K	Buy	4,774 +154	+3%	+$9.31K	0.14%	145
2023 Q3	$265K	Buy	+4,620	New	+$265K	0.17%	121
2020 Q1	–	Sell	-26,601	Closed	-$1.11M	–	158
2019 Q4	$1.11M	Buy	+26,601	New	+$1.08M	0.59%	38

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

Harvest Investment Services's SPMO Position: Q2 2026 in Review

Harvest Investment Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 4,622 shares worth $747K. The position accounts for 0.12% of the portfolio, ranked #193.

Harvest Investment Services first reported a position in SPMO in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.11M in Q4 2019. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Harvest Investment Services held 4,622 shares of Invesco S&P 500 Momentum ETF worth $747K as of Q2 2026.
Harvest Investment Services bought 98 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $13.8K.
Invesco S&P 500 Momentum ETF made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #193 holding.
Harvest Investment Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2019 and has held it in 13 quarters since.
Harvest Investment Services's Invesco S&P 500 Momentum ETF position peaked at $1.11M in Q4 2019.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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