FGA
Fortis Group 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 | $25.3M | Buy |
218,999
+53,564
| +32% | +$6.2M | 4.6% | 3 |
|
2025
Q1 | $15.3M | Sell |
165,435
-123,553
| -43% | -$11.4M | 2.97% | 2 |
|
2024
Q4 | $27.5M | Buy |
288,988
+139,785
| +94% | +$13.3M | 5.11% | 2 |
|
2024
Q3 | $13.5M | Sell |
149,203
-69,069
| -32% | -$6.26M | 2.5% | 7 |
|
2024
Q2 | $19.1M | Buy |
218,272
+999
| +0.5% | +$87.4K | 3.79% | 2 |
|
2024
Q1 | $17.4M | Buy |
+217,273
| New | +$17.4M | 3.21% | 3 |
|