Beacon Financial Advisory’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 | $582K | Buy |
5,170
+621
| +14% | +$69.9K | 0.15% | 179 |
|
|
2025
Q1 | $421K | Sell |
4,549
-3,752
| -45% | -$347K | 0.13% | 191 |
|
|
2024
Q4 | $789K | Buy |
8,301
+4,103
| +98% | +$390K | 0.26% | 106 |
|
|
2024
Q3 | $381K | Buy |
4,198
+79
| +2% | +$7.16K | 0.13% | 186 |
|
|
2024
Q2 | $360K | Buy |
4,119
+754
| +22% | +$65.9K | 0.13% | 186 |
|
|
2024
Q1 | $270K | Buy |
+3,365
| New | +$270K | 0.13% | 192 |
|