Hershey Financial Advisers’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Hershey Financial Advisers’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	$1.14M	Buy	7,031 +2,847	+68%	+$401K	0.82%	46
2026 Q1	$469K	Buy	+4,184	New	+$494K	0.41%	64
2025 Q4	–	Sell	-3,400	Closed	-$412K	–	105
2025 Q3	$412K	Sell	3,400 -1,595	-32%	-$186K	0.35%	70
2025 Q2	$562K	Buy	+4,995	New	+$499K	0.5%	52
2024 Q2	$311K	Buy	+3,551	New	+$288K	0.28%	49

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

Hershey Financial Advisers's SPMO Position: Q2 2026 in Review

Hershey Financial Advisers increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 68% in Q2 2026, buying an estimated $401K and bringing the position to 7,031 shares worth $1.14M. The position accounts for 0.82% of the portfolio, ranked #46.

Hershey Financial Advisers first reported a position in SPMO in Q2 2024 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Hershey Financial Advisers held 7,031 shares of Invesco S&P 500 Momentum ETF worth $1.14M as of Q2 2026.
Hershey Financial Advisers bought 2,847 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $401K.
Invesco S&P 500 Momentum ETF made up 0.82% of Hershey Financial Advisers's portfolio in Q2 2026, its #46 holding.
Hershey Financial Advisers first reported a position in Invesco S&P 500 Momentum ETF in Q2 2024 and has held it in 5 quarters since.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.