HHCP
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Hilton Head Capital Partners’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Hilton Head Capital Partners’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
Q1 		– Sell
-15
Closed -$1.79K – 1010
2025
Q4 		$1.79K Buy
+15
New +$1.8K ﹤0.01% 763

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hilton Head Capital Partners's SPMO Position: Q1 2026 in Review

Hilton Head Capital Partners sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2026, closing a stake of 15 shares — an estimated $1.79K sold.

Hilton Head Capital Partners first reported a position in SPMO in Q4 2025 and held it in 1 quarter. The position peaked at $1.79K in Q4 2025. 652 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • Hilton Head Capital Partners reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Hilton Head Capital Partners sold 15 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $1.79K.
  • Hilton Head Capital Partners first reported a position in Invesco S&P 500 Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Hilton Head Capital Partners's Invesco S&P 500 Momentum ETF position peaked at $1.79K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Hilton Head Capital Partners's 13F filing for Q1 2026, filed 20 Apr 2026.