Howard Financial Services
SPMO icon

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
Q3 		$239K Buy
1,576
+30
+2% +$4.46K 0.03% 207
2026
Q2 		$250K Buy
+1,546
New +$218K 0.03% 196

Other funds holding SPMO

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Vantagepoint Investment Advisers
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Howard Financial Services's SPMO Position: Q3 2026 in Review

Howard Financial Services increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 1.9% in Q3 2026, buying an estimated $4.46K and bringing the position to 1,576 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #207.

Howard Financial Services first reported a position in SPMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $250K in Q2 2026. 523 funds tracked by Wall St. Rank hold SPMO as of Q3 2026.

  • Howard Financial Services held 1,576 shares of Invesco S&P 500 Momentum ETF worth $239K as of Q3 2026.
  • Howard Financial Services bought 30 Invesco S&P 500 Momentum ETF shares in Q3 2026, an estimated $4.46K.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #207 holding.
  • Howard Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • Howard Financial Services's Invesco S&P 500 Momentum ETF position peaked at $250K in Q2 2026.
  • 523 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.