CIA
Concurrent Investment Advisors’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 | $15.2M | Buy |
135,238
+7,889
| +6% | +$887K | 0.29% | 74 |
|
|
2025
Q1 | $11.8M | Buy |
127,349
+119,196
| +1,462% | +$11M | 0.29% | 80 |
|
|
2024
Q4 | $775K | Buy |
+8,153
| New | +$775K | 0.02% | 549 |
|
|
2024
Q3 | – | Sell |
-11,520
| Closed | -$1.01M | – | 1048 |
|
|
2024
Q2 | $1.01M | Sell |
11,520
-963
| -8% | -$84.2K | 0.03% | 427 |
|
|
2024
Q1 | $1M | Buy |
+12,483
| New | +$1M | 0.04% | 369 |
|