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

Horst & Graben 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	$12.9M	Sell	83,232 -25,523	-23%	-$3.6M	1.7%	19
2026 Q1	$14.4M	Buy	108,755 +7,317	+7%	+$865K	1.97%	17
2025 Q4	$12.1M	Buy	101,438 +34,785	+52%	+$4.17M	1.83%	20
2025 Q3	$8.07M	Buy	66,653 +72	+0.1%	+$8.39K	1.23%	24
2025 Q2	$7.49M	Buy	66,581 +3,040	+5%	+$303K	1.24%	23
2025 Q1	$5.88M	Buy	63,541 +2,952	+5%	+$289K	1.05%	22
2024 Q4	$5.76M	Buy	+60,589	New	+$5.74M	1.02%	20

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

Horst & Graben Wealth Management's SPMO Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 23% in Q2 2026, selling an estimated $3.6M and leaving 83,232 shares worth $12.9M. The position accounts for 1.7% of the portfolio, ranked #19.

Horst & Graben Wealth Management first reported a position in SPMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q1 2026. 763 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Horst & Graben Wealth Management held 83,232 shares of Invesco S&P 500 Momentum ETF worth $12.9M as of Q2 2026.
Horst & Graben Wealth Management sold 25,523 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3.6M.
Invesco S&P 500 Momentum ETF made up 1.7% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #19 holding.
Horst & Graben Wealth Management first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Horst & Graben Wealth Management's Invesco S&P 500 Momentum ETF position peaked at $14.4M in Q1 2026.
763 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.