Roger Wittlin Investment Advisory »

Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by Roger Wittlin Investment Advisory

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

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 121.06
2025-06-30 $1.5M 13k 112.47

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust SPDR S&P1500VL (VLU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment Advisory

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

LPL Financial
Envestnet Asset Management
CWM
Vantagepoint Investment Advisers
RMG Wealth Management
Raymond James Financial
Cetera Investment Advisers
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Money Concepts Capital Corp
Mainstay Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Clark Capital Management Group
Alpine Bank Wealth Management

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