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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hobbs Wealth Management's SPMO Position: Q1 2026 in Review

Hobbs Wealth Management increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.3% in Q1 2026, buying an estimated $60.4K and bringing the position to 39,493 shares worth $4.43M. The position accounts for 4.38% of the portfolio, ranked #10.

Hobbs Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.65M in Q4 2025. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Hobbs Wealth Management held 39,493 shares of Invesco S&P 500 Momentum ETF worth $4.43M as of Q1 2026.
Hobbs Wealth Management bought 511 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $60.4K.
Invesco S&P 500 Momentum ETF made up 4.38% of Hobbs Wealth Management's portfolio in Q1 2026, its #10 holding.
Hobbs Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
Hobbs Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $4.65M in Q4 2025.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on Hobbs Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.