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

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

Historical chart of Private Wealth Asset 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 Private Wealth Asset 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $323k 2.0k 161.55
2026-03-31 $219k 2.0k 112.11
2025-12-31 $374k 3.1k 119.32

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Caterpillar (CAT)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Eli Lilly & Co. (LLY)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset 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
Wells Fargo & Company
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Perfromance Wealth Partners
Planning Alternatives

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