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Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Golden State Wealth Management 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 39k 121.06
2025-06-30 $3.6M 32k 112.47
2025-03-31 $4.6k 50 92.54
2024-12-31 $4.8k 50 95.02

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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

LPL Financial
Envestnet Asset Management
Mainstay Capital Management
CWM
Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Money Concepts Capital Corp
Wells Fargo & Company
Clark Capital Management Group
Alpine Bank Wealth Management
Cambridge Investment Research Advisors

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