CWS
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Cypress Wealth Services’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
$2.8M Buy
24,904
+1,211
+5% +$136K 0.5% 43
2025
Q1
$2.19M Buy
23,693
+1,879
+9% +$174K 0.44% 51
2024
Q4
$2.07M Buy
+21,814
New +$2.07M 0.42% 51