Fulcrum Equity Management’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $463K | Buy |
4,117
+1,938
| +89% | +$218K | 0.48% | 52 |
|
2025
Q1 | $202K | Sell |
2,179
-44
| -2% | -$4.07K | 0.22% | 95 |
|
2024
Q4 | $211K | Buy |
+2,223
| New | +$211K | 0.21% | 107 |
|
2024
Q3 | – | Sell |
-3,772
| Closed | -$330K | – | 154 |
|
2024
Q2 | $330K | Sell |
3,772
-17,862
| -83% | -$1.56M | 0.3% | 98 |
|
2024
Q1 | $1.74M | Buy |
+21,634
| New | +$1.74M | 2.05% | 7 |
|