Iag Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$54.94 - $59.95 $354,967 - $387,336	-6,461 Reduced 93.43%	454 $26,000
Q2 2023 Aug 10, 2023	SELL	$53.02 - $56.7 $288,375 - $308,391	-5,439 Reduced 44.03%	6,915 $386,000
Q1 2023 Apr 25, 2023	SELL	$52.01 - $56.92 $525,040 - $574,607	-10,095 Reduced 44.97%	12,354 $673,000
Q4 2022 Feb 08, 2023	SELL	$51.84 - $58.95 $1.1 Million - $1.25 Million	-21,287 Reduced 48.67%	22,449 $1.27 Million
Q3 2022 Oct 26, 2022	SELL	$50.02 - $57.9 $2.14 Million - $2.48 Million	-42,779 Reduced 49.45%	43,736 $2.2 Million
Q2 2022 Aug 03, 2022	BUY	$50.56 - $61.34 $282,225 - $342,399	5,582 Added 6.9%	86,515 $4.49 Million
Q1 2022 May 04, 2022	BUY	$55.43 - $65.52 $1.6 Million - $1.89 Million	28,839 Added 55.36%	80,933 $4.95 Million
Q4 2021 Feb 14, 2022	BUY	$60.24 - $65.59 $1.22 Million - $1.33 Million	20,277 Added 63.73%	52,094 $3.36 Million
Q3 2021 Nov 04, 2021	BUY	$58.96 - $63.87 $700,150 - $758,456	11,875 Added 59.55%	31,817 $1.92 Million
Q2 2021 Aug 04, 2021	BUY	$52.56 - $59.34 $966,578 - $1.09 Million	18,390 Added 1184.92%	19,942 $1.18 Million
Q1 2021 Apr 29, 2021	BUY	$49.75 - $55.7 $1,641 - $1,838	33 Added 2.17%	1,552 $83,000
Q4 2020 Feb 11, 2021	BUY	$47.84 - $52.91 $72,668 - $80,370	1,519 New	1,519 $81,000

Others Institutions Holding SPMO

# of Institutions

233

Shares Held

17.8M

Call Options Held

22.5K

Put Options Held

29.7K

Envestnet Asset Management Inc

5.45M
Shares

$538 Million
0.16% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.94M
Shares

$191 Million
1.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$123 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

716K
Shares

$70.6 Million
0.69% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

617K
Shares

$60.9 Million
0.13% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
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