Beacon Financial Advisory »

Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Invesco Exchng Traded Fd Tr s&p 500 momntm

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 momntm held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 momntm by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 3.4k 80.22

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Invesco Exchng Traded Fd Tr s&p 500 momntm

Envestnet Asset Management
Clark Capital Management Group
LPL Financial
Trilogy Capital
Orion Portfolio Solutions
Advisor Group Holdings
Advance Capital Management
Family Investment Center
Fortis Group Advisors
Principal Securities
Bank of America Corporation
Envestnet Portfolio Solutions
Raymond James Financial Services Advisors
SigFig Wealth Management
Win Advisors

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 momntm