Carson Wealth (CWM LLC)’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 | $276M | Buy |
2,458,025
+1,144,827
| +87% | +$129M | 0.97% | 17 |
|
|
2025
Q1 | $122M | Buy |
1,313,198
+878,259
| +202% | +$81.3M | 0.48% | 41 |
|
|
2024
Q4 | $41.3M | Buy |
434,939
+434,569
| +117,451% | +$41.3M | 0.17% | 107 |
|
|
2024
Q3 | $34K | Sell |
370
-138
| -27% | -$12.7K | ﹤0.01% | 2998 |
|
|
2024
Q2 | $44K | Sell |
508
-741
| -59% | -$64.2K | ﹤0.01% | 2562 |
|
|
2024
Q1 | $100K | Buy |
+1,249
| New | +$100K | ﹤0.01% | 1887 |
|