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Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 2.6k 121.05
2025-06-30 $251k 2.1k 117.21

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

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