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

Hughes 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 		$162 Hold
1
– – ﹤0.01% 1326
2026
Q1 		$112 Hold
1
– – ﹤0.01% 1263
2025
Q4 		$119 Hold
1
– – ﹤0.01% 1045
2025
Q3 		$121 Hold
1
– – ﹤0.01% 1023
2025
Q2 		$116 Buy
+1
New +$100 ﹤0.01% 1025

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Hughes Financial Services held its Invesco S&P 500 Momentum ETF (SPMO) position steady in Q2 2026 at 1 share worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Hughes Financial Services first reported a position in SPMO in Q2 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Hughes Financial Services held 1 share of Invesco S&P 500 Momentum ETF worth $162 as of Q2 2026.
  • Hughes Financial Services left its Invesco S&P 500 Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1326 holding.
  • Hughes Financial Services first reported a position in Invesco S&P 500 Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 766 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.