GM
GeoWealth 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 | $5.72M | Buy |
50,889
+43,442
| +583% | +$4.89M | 0.22% | 57 |
|
|
2025
Q1 | $689K | Sell |
7,447
-9,506
| -56% | -$880K | 0.03% | 360 |
|
|
2024
Q4 | $1.61M | Buy |
16,953
+13,560
| +400% | +$1.29M | 0.05% | 206 |
|
|
2024
Q3 | $308K | Sell |
3,393
-53,516
| -94% | -$4.85M | 0.01% | 597 |
|
|
2024
Q2 | $4.98M | Buy |
56,909
+55,725
| +4,707% | +$4.87M | 0.22% | 72 |
|
|
2024
Q1 | $95K | Buy |
+1,184
| New | +$95K | ﹤0.01% | 775 |
|
|
2023
Q4 | – | Sell |
-4,465
| Closed | -$256K | – | 724 |
|
|
2023
Q3 | $256K | Buy |
+4,465
| New | +$256K | 0.03% | 252 |
|