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 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

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

HBW Advisory Services's SPMO Position: Q2 2026 in Review

HBW Advisory Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 8.2% in Q2 2026, buying an estimated $2.81M and bringing the position to 263,212 shares worth $42.5M. The position accounts for 3.85% of the portfolio, ranked #2.

HBW Advisory Services first reported a position in SPMO in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

HBW Advisory Services held 263,212 shares of Invesco S&P 500 Momentum ETF worth $42.5M as of Q2 2026.
HBW Advisory Services bought 19,963 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $2.81M.
Invesco S&P 500 Momentum ETF made up 3.85% of HBW Advisory Services's portfolio in Q2 2026, its #2 holding.
HBW Advisory Services first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.