AE Wealth Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
52,252
+9,203
| +21% | +$1.04M | 0.04% | 334 |
|
|
2025
Q1 | $3.98M | Buy |
43,049
+6,067
| +16% | +$561K | 0.03% | 389 |
|
|
2024
Q4 | $3.51M | Buy |
36,982
+25,995
| +237% | +$2.47M | 0.03% | 411 |
|
|
2024
Q3 | $996K | Sell |
10,987
-393
| -3% | -$35.6K | 0.01% | 691 |
|
|
2024
Q2 | $995K | Buy |
11,380
+1,784
| +19% | +$156K | 0.01% | 701 |
|
|
2024
Q1 | $770K | Buy |
+9,596
| New | +$770K | 0.01% | 713 |
|