Beacon Financial Advisory LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Beacon Financial Advisory LLC

$298 Million
Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,549 shares of SPMO stock, worth $468,592. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,549

Previous 8,301 45.2%

Holding current value

$468,592

Previous $788,000 46.7%

% of portfolio

0.14%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$91.76 - $103.26 $344,283 - $387,431	-3,752 Reduced 45.2%	4,549 $420,000
Q4 2024 Jan 27, 2025	BUY	$89.97 - $98.59 $369,146 - $404,514	4,103 Added 97.74%	8,301 $788,000
Q3 2024 Oct 30, 2024	BUY	$79.58 - $91.64 $6,286 - $7,239	79 Added 1.92%	4,198 $380,000
Q2 2024 Jul 26, 2024	BUY	$74.81 - $88.63 $56,406 - $66,827	754 Added 22.41%	4,119 $360,000
Q1 2024 May 01, 2024	BUY	$64.34 - $80.83 $216,504 - $271,992	3,365 New	3,365 $269,000

Others Institutions Holding SPMO

# of Institutions

399

Shares Held

35.5M

Call Options Held

23.3K

Put Options Held

16.4K

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About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

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Beacon Financial Advisory LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History