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Invesco Exchng Traded Fd Tr s&p 500 momntm shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $719k 6.4k 112.11

More positions owned by WealthPlan Investment Management

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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
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Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

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