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Herbst Group’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Herbst Group’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 		– Sell
-15,365
Closed -$2.48M – 82
2026
Q2 		$2.48M Buy
+15,365
New +$2.17M 1.35% 34

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Herbst Group's SPMO Position: Q3 2026 in Review

Herbst Group sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q3 2026, closing a stake of 15,365 shares — an estimated $2.48M sold.

Herbst Group first reported a position in SPMO in Q2 2026 and held it in 1 quarter. The position peaked at $2.48M in Q2 2026. 184 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Herbst Group reported no remaining Invesco S&P 500 Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Herbst Group sold 15,365 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $2.48M.
  • Herbst Group first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and held it in 1 quarter.
  • Herbst Group's Invesco S&P 500 Momentum ETF position peaked at $2.48M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.