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

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $419k 2.6k 161.51

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Level Wealth Management

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
Cambridge Investment Research Advisors
Wells Fargo & Company
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