Hobbs Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Hobbs Wealth Management’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	$5.15M	Sell	31,860 -7,633	-19%	-$1.08M	4.35%	8
2026 Q1	$4.43M	Buy	39,493 +511	+1%	+$60.4K	4.38%	10
2025 Q4	$4.65M	Buy	38,982 +13,630	+54%	+$1.63M	4.53%	9
2025 Q3	$3.07M	Buy	25,352 +322	+1%	+$37.5K	2.57%	11
2025 Q2	$2.82M	Buy	25,030 +1,221	+5%	+$122K	2.69%	12
2025 Q1	$2.2M	Buy	23,809 +1,560	+7%	+$153K	2.44%	11
2024 Q4	$2.11M	Buy	+22,249	New	+$2.11M	2.42%	11

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

Hobbs Wealth Management's SPMO Position: Q2 2026 in Review

Hobbs Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 19% in Q2 2026, selling an estimated $1.08M and leaving 31,860 shares worth $5.15M. The position accounts for 4.35% of the portfolio, ranked #8.

Hobbs Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Hobbs Wealth Management held 31,860 shares of Invesco S&P 500 Momentum ETF worth $5.15M as of Q2 2026.
Hobbs Wealth Management sold 7,633 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.08M.
Invesco S&P 500 Momentum ETF made up 4.35% of Hobbs Wealth Management's portfolio in Q2 2026, its #8 holding.
Hobbs Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Hobbs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.