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

RHS Financial’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 Q1	$790K	Buy	7,050 +3,793	+116%	+$448K	0.37%	58
2025 Q4	$389K	Buy	3,257 +592	+22%	+$70.9K	0.19%	85
2025 Q3	$323K	Sell	2,665 -509	-16%	-$59.3K	0.17%	105
2025 Q2	$357K	Buy	+3,174	New	+$317K	0.2%	82
2025 Q1	–	Sell	-3,158	Closed	-$300K	–	144
2024 Q4	$300K	Buy	+3,158	New	+$299K	0.16%	106

Other funds holding SPMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RHS Financial's SPMO Position: Q1 2026 in Review

RHS Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 116% in Q1 2026, buying an estimated $448K and bringing the position to 7,050 shares worth $790K. The position accounts for 0.37% of the portfolio, ranked #58.

RHS Financial first reported a position in SPMO in Q4 2024 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

RHS Financial held 7,050 shares of Invesco S&P 500 Momentum ETF worth $790K as of Q1 2026.
RHS Financial bought 3,793 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $448K.
Invesco S&P 500 Momentum ETF made up 0.37% of RHS Financial's portfolio in Q1 2026, its #58 holding.
RHS Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 5 quarters since.
648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.