Howard Financial Services’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Howard Financial 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	$250K	Buy	+1,546	New	+$218K	0.02%	215

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Howard Financial Services's SPMO Position: Q2 2026 in Review

Howard Financial Services opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,546 shares worth $250K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings.

301 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

Howard Financial Services held 1,546 shares of Invesco S&P 500 Momentum ETF worth $250K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new Howard Financial Services position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #215 holding.
301 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.