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Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 65k 112.47
2025-06-30 $5.6M 61k 92.53
2025-03-31 $5.7M 60k 95.01

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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