Betterment LLC’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
$2.4M Sell
21,346
-442
-2% -$49.7K 0.01% 200
2025
Q1
$2.02M Sell
21,788
-1,954
-8% -$181K ﹤0.01% 204
2024
Q4
$2.26M Buy
23,742
+10,917
+85% +$1.04M 0.01% 192
2024
Q3
$1.16M Buy
12,825
+613
+5% +$55.5K ﹤0.01% 222
2024
Q2
$1.07M Buy
12,212
+7,446
+156% +$651K ﹤0.01% 213
2024
Q1
$382K Sell
4,766
-154
-3% -$12.3K ﹤0.01% 286
2023
Q4
$322K Sell
4,920
-12
-0.2% -$785 ﹤0.01% 265
2023
Q3
$283K Buy
4,932
+208
+4% +$11.9K ﹤0.01% 264
2023
Q2
$264K Buy
4,724
+583
+14% +$32.6K ﹤0.01% 259
2023
Q1
$226K Buy
+4,141
New +$226K ﹤0.01% 253