EWM
Endowment Wealth Management’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 | $2.97M | Buy |
26,370
+1,490
| +6% | +$168K | 1.53% | 15 |
|
|
2025
Q1 | $2.3M | Buy |
24,880
+2,094
| +9% | +$194K | 1.48% | 18 |
|
|
2024
Q4 | $2.16M | Buy |
22,786
+6,455
| +40% | +$613K | 1.45% | 16 |
|
|
2024
Q3 | $1.48M | Buy |
16,331
+1,268
| +8% | +$115K | 0.97% | 27 |
|
|
2024
Q2 | $1.32M | Buy |
15,063
+1,900
| +14% | +$166K | 0.96% | 29 |
|
|
2024
Q1 | $1.06M | Buy |
+13,163
| New | +$1.06M | 0.79% | 34 |
|