LGT Financial Advisors »

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

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

Historical chart of LGT Financial Advisors 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 LGT Financial Advisors 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $163k 1.3k 121.03
2025-06-30 $229k 2.0k 113.12
2025-03-31 $160k 1.7k 92.89
2024-12-31 $165k 1.7k 95.01

More positions owned by LGT Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

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