WBH Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$920K Buy
8,032
+1,594
+25% +$188K 0.07% 175
2025
Q4
$768K Buy
6,438
+498
+8% +$59.7K 0.06% 188
2025
Q3
$719K Buy
+5,940
New +$692K 0.05% 196

Other funds holding SPMO

WBH Advisory's SPMO Position: Q1 2026 in Review

WBH Advisory increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 25% in Q1 2026, buying an estimated $188K and bringing the position to 8,032 shares worth $920K. The position accounts for 0.07% of the portfolio, ranked #175.

WBH Advisory first reported a position in SPMO in Q3 2025 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

  • WBH Advisory held 8,032 shares of Invesco S&P 500 Momentum ETF worth $920K as of Q1 2026.
  • WBH Advisory bought 1,594 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $188K.
  • Invesco S&P 500 Momentum ETF made up 0.07% of WBH Advisory's portfolio in Q1 2026, its #175 holding.
  • WBH Advisory first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.