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

HRC 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	$240K	Buy	+1,488	New	+$210K	0.1%	55

Other funds holding SPMO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

DCM

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

HRC Wealth Management's SPMO Position: Q2 2026 in Review

HRC Wealth Management opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 1,488 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings.

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

HRC Wealth Management held 1,488 shares of Invesco S&P 500 Momentum ETF worth $240K as of Q2 2026.
Invesco S&P 500 Momentum ETF was a new HRC Wealth Management position in Q2 2026.
Invesco S&P 500 Momentum ETF made up 0.1% of HRC Wealth Management's portfolio in Q2 2026, its #55 holding.
352 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.