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

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

Historical chart of Robertson Stephens 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 Robertson Stephens 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.8M 48k 161.54

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Robertson Stephens 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
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