Capstone Wealth Management Group (Pennsylvania)’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 | – | Sell |
-116,148
| Closed | -$10.7M | – | 69 |
|
|
2025
Q1 | $10.7M | Buy |
116,148
+65,515
| +129% | +$6.06M | 6.13% | 5 |
|
|
2024
Q4 | $4.81M | Buy |
50,633
+22,021
| +77% | +$2.09M | 2.58% | 13 |
|
|
2024
Q3 | $2.59M | Buy |
28,612
+1,861
| +7% | +$169K | 1.54% | 18 |
|
|
2024
Q2 | $2.34M | Buy |
26,751
+8,705
| +48% | +$761K | 1.53% | 17 |
|
|
2024
Q1 | $1.45M | Buy |
+18,046
| New | +$1.45M | 1.04% | 23 |
|