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

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

Historical chart of Beacon Financial 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 consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $355k 2.2k 161.54
2026-03-31 $287k 2.6k 112.11
2025-12-31 $284k 2.4k 119.32

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
Berkshire Hathaway Class B Cl B New (BRK.B)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf St Str Blo 1 Etf (BIL)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
Ishares Large Cap Core Active Etf Isha La Core Etf (BLCR)

View all positions for Beacon Financial

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

LPL Financial
CWM
Bank of America Corporation
Morgan Stanley
Vantagepoint Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Cambridge Investment Research Advisors
Cetera Investment Advisers
Advisor Group Holdings
Alpine Bank Wealth Management
Planning Alternatives
Equitable Holdings

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