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 |
|