Horizon Investment Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Horizon Investment Services’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	$2.69M	Buy	16,673 +119	+0.7%	+$16.8K	0.75%	40
2026 Q1	$1.86M	Buy	16,554 +590	+4%	+$69.7K	0.65%	50
2025 Q4	$1.9M	Buy	15,964 +361	+2%	+$43.3K	0.69%	41
2025 Q3	$1.89M	Buy	15,603 +235	+2%	+$27.4K	0.71%	40
2025 Q2	$1.73M	Buy	15,368 +1,885	+14%	+$188K	0.76%	38
2025 Q1	$1.25M	Buy	13,483 +143	+1%	+$14K	0.61%	43
2024 Q4	$1.27M	Buy	+13,340	New	+$1.26M	0.54%	46

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

Horizon Investment Services's SPMO Position: Q2 2026 in Review

Horizon Investment Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 0.72% in Q2 2026, buying an estimated $16.8K and bringing the position to 16,673 shares worth $2.69M. The position accounts for 0.75% of the portfolio, ranked #40.

Horizon Investment Services first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Horizon Investment Services held 16,673 shares of Invesco S&P 500 Momentum ETF worth $2.69M as of Q2 2026.
Horizon Investment Services bought 119 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $16.8K.
Invesco S&P 500 Momentum ETF made up 0.75% of Horizon Investment Services's portfolio in Q2 2026, its #40 holding.
Horizon Investment Services first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.