HBW Advisory Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

HBW Advisory 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 Q3	$26.2M	Sell	173,175 -90,037	-34%	-$13.4M	2.6%	3
2026 Q2	$42.5M	Buy	263,212 +19,963	+8%	+$2.81M	3.85%	2
2026 Q1	$27.3M	Buy	243,249 +12,749	+6%	+$1.51M	2.87%	3
2025 Q4	$27.5M	Buy	230,500 +1,095	+0.5%	+$131K	2.99%	3
2025 Q3	$27.8M	Buy	229,405 +10,530	+5%	+$1.23M	3.13%	3
2025 Q2	$24.6M	Buy	218,875 +35,683	+19%	+$3.56M	3.04%	4
2025 Q1	$17M	Buy	183,192 +24,029	+15%	+$2.35M	2.41%	6
2024 Q4	$15.1M	Buy	159,163 +12,158	+8%	+$1.15M	1.55%	6
2024 Q3	$13.3M	Buy	+147,005	New	+$12.9M	1.95%	8

Other funds holding SPMO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

HBW Advisory Services's SPMO Position: Q3 2026 in Review

HBW Advisory Services reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 34% in Q3 2026, selling an estimated $13.4M and leaving 173,175 shares worth $26.2M. The position accounts for 2.6% of the portfolio, ranked #3.

HBW Advisory Services first reported a position in SPMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $42.5M in Q2 2026. 105 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

HBW Advisory Services held 173,175 shares of Invesco S&P 500 Momentum ETF worth $26.2M as of Q3 2026.
HBW Advisory Services sold 90,037 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $13.4M.
Invesco S&P 500 Momentum ETF made up 2.6% of HBW Advisory Services's portfolio in Q3 2026, its #3 holding.
HBW Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 9 quarters since.
HBW Advisory Services's Invesco S&P 500 Momentum ETF position peaked at $42.5M in Q2 2026.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.