Newfound Research LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Newfound Research LLC

$40.8 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 22, 2021	SELL	$47.84 - $52.91 $703,678 - $778,253	-14,709 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$43.91 - $52.3 $645,872 - $769,280	14,709 New	14,709 $735,000

Others Institutions Holding SPMO

# of Institutions

223

Shares Held

17.5M

Call Options Held

22.5K

Put Options Held

29.7K

Envestnet Asset Management Inc

5.45M
Shares

$524 Million
0.16% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.94M
Shares

$186 Million
1.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$119 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

716K
Shares

$68.8 Million
0.69% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

617K
Shares

$59.3 Million
0.13% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
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