Lowery Thomas, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Lowery Thomas, LLC

$153 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$52.01 - $56.92 $447,962 - $490,251	-8,613 Reduced 67.52%	4,143 $225,000
Q4 2022 Feb 10, 2023	BUY	$51.84 - $58.95 $661,271 - $751,966	12,756 New	12,756 $724,000

Others Institutions Holding SPMO

# of Institutions

337

Shares Held

24M

Call Options Held

10.6K

Put Options Held

11.1K

Envestnet Asset Management Inc

4.24M
Shares

$424 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$218 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.45M
Shares

$145 Million
0.01% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.24M
Shares

$124 Million
0.86% of portfolio
Mainstay Capital Management LLC

1.22M
Shares

$122 Million
19.53% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
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