AWM
Able Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
74,796
+6,426
| +9% | +$723K | 4.24% | 2 |
|
|
2025
Q1 | $6.33M | Buy |
68,370
+16,323
| +31% | +$1.51M | 3.73% | 6 |
|
|
2024
Q4 | $4.95M | Buy |
52,047
+11,499
| +28% | +$1.09M | 3.25% | 10 |
|
|
2024
Q3 | $3.68M | Buy |
40,548
+3,793
| +10% | +$344K | 2.79% | 11 |
|
|
2024
Q2 | $3.21M | Buy |
36,755
+29,602
| +414% | +$2.59M | 2.65% | 11 |
|
|
2024
Q1 | $574K | Buy |
+7,153
| New | +$574K | 0.5% | 36 |
|