AWE
Avidian Wealth Enterprises’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 | $1.91M | Sell |
16,975
-364
| -2% | -$40.9K | 0.08% | 135 |
|
2025
Q1 | $1.6M | Sell |
17,339
-166,796
| -91% | -$15.4M | 0.07% | 143 |
|
2024
Q4 | $17.5M | Buy |
184,135
+11,555
| +7% | +$1.1M | 0.79% | 23 |
|
2024
Q3 | $15.6M | Buy |
172,580
+13,601
| +9% | +$1.23M | 0.71% | 26 |
|
2024
Q2 | $13.9M | Buy |
+158,979
| New | +$13.9M | 0.58% | 29 |
|