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
2026-03-31 $622k 5.6k 112.12
2025-12-31 $858k 7.2k 119.31
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)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (VLU)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roger Wittlin Investment Advisory

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

LPL Financial
Bank of America Corporation
Morgan Stanley
CWM
Vantagepoint Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wells Fargo & Company
Cambridge Investment Research Advisors
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