Financial Life Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History

Financial Life Advisors

$243 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	SELL	$50.02 - $57.9 $25,910 - $29,992	-518 Reduced 5.82%	8,380 $422,000
Q2 2022 Jul 22, 2022	SELL	$50.56 - $61.34 $877,418 - $1.06 Million	-17,354 Reduced 66.11%	8,898 $462,000
Q1 2022 Apr 20, 2022	BUY	$55.43 - $65.52 $1.03 Million - $1.21 Million	18,497 Added 238.52%	26,252 $1.61 Million
Q4 2021 Jan 31, 2022	BUY	$60.24 - $65.59 $54,336 - $59,162	902 Added 13.16%	7,755 $500,000
Q3 2021 Oct 29, 2021	SELL	$58.96 - $63.87 $34,786 - $37,683	-590 Reduced 7.93%	6,853 $414,000
Q2 2021 Aug 09, 2021	SELL	$52.56 - $59.34 $27,594 - $31,153	-525 Reduced 6.59%	7,443 $442,000
Q1 2021 May 12, 2021	BUY	$49.75 - $55.7 $39,252 - $43,947	789 Added 10.99%	7,968 $423,000
Q4 2020 Feb 09, 2021	SELL	$47.84 - $52.91 $2,009 - $2,222	-42 Reduced 0.58%	7,179 $379,000
Q3 2020 Oct 29, 2020	BUY	$43.91 - $52.3 $317,074 - $377,658	7,221 New	7,221 $360,000

Others Institutions Holding SPMO

# of Institutions

184

Shares Held

16.3M

Call Options Held

1.8K

Put Options Held

0

Envestnet Asset Management Inc

5.46M
Shares

$486 Million
0.17% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

2.14M
Shares

$191 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$101 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

734K
Shares

$65.4 Million
0.72% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

686K
Shares

$61.1 Million
0.15% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
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