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 Q2	$1.17M	Buy	7,228 +178	+3%	+$25.1K	0.47%	52
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RHS Financial's SPMO Position: Q2 2026 in Review

RHS Financial increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 2.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 7,228 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #52.

RHS Financial first reported a position in SPMO in Q4 2024 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

RHS Financial held 7,228 shares of Invesco S&P 500 Momentum ETF worth $1.17M as of Q2 2026.
RHS Financial bought 178 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $25.1K.
Invesco S&P 500 Momentum ETF made up 0.47% of RHS Financial's portfolio in Q2 2026, its #52 holding.
RHS Financial first reported a position in Invesco S&P 500 Momentum ETF in Q4 2024 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.