AWM
Axxcess 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 | $18.3M | Buy |
162,649
+102,673
| +171% | +$11.5M | 0.43% | 44 |
|
|
2025
Q1 | $5.55M | Buy |
59,976
+15,229
| +34% | +$1.41M | 0.15% | 121 |
|
|
2024
Q4 | $4.25M | Buy |
44,747
+26,628
| +147% | +$2.53M | 0.1% | 149 |
|
|
2024
Q3 | $1.64M | Sell |
18,119
-6,329
| -26% | -$574K | 0.04% | 303 |
|
|
2024
Q2 | $2.14M | Buy |
+24,448
| New | +$2.14M | 0.06% | 237 |
|