Valeo Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$34.54 - $44.5 $6,251 - $8,054	-181 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$31.06 - $45.22 $5,621 - $8,184	181 New	181 $7,000

Others Institutions Holding SPMO

# of Institutions

199

Shares Held

17.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.45M
Shares

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

2.14M
Shares

$206 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$108 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

734K
Shares

$70.5 Million
0.72% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

686K
Shares

$65.9 Million
0.15% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

More about SPMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.