IA
Insight 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 | $478K | Sell |
4,254
-751
| -15% | -$84.5K | 0.08% | 158 |
|
|
2025
Q1 | $463K | Sell |
5,005
-1,495
| -23% | -$138K | 0.08% | 155 |
|
|
2024
Q4 | $621K | Sell |
6,500
-954
| -13% | -$91.1K | 0.1% | 123 |
|
|
2024
Q3 | $676K | Buy |
7,454
+208
| +3% | +$18.9K | 0.12% | 121 |
|
|
2024
Q2 | $634K | Sell |
7,246
-292
| -4% | -$25.5K | 0.11% | 119 |
|
|
2024
Q1 | $605K | Sell |
7,538
-73
| -1% | -$5.86K | 0.12% | 131 |
|
|
2023
Q4 | $498K | Sell |
7,611
-185
| -2% | -$12.1K | 0.11% | 141 |
|
|
2023
Q3 | $447K | Sell |
7,796
-42
| -0.5% | -$2.41K | 0.1% | 151 |
|
|
2023
Q2 | $438K | Sell |
7,838
-31
| -0.4% | -$1.73K | 0.1% | 157 |
|
|
2023
Q1 | $429K | Buy |
7,869
+200
| +3% | +$10.9K | 0.1% | 173 |
|
|
2022
Q4 | $428K | Sell |
7,669
-453
| -6% | -$25.3K | 0.15% | 184 |
|
|
2022
Q3 | $409K | Sell |
8,122
-110
| -1% | -$5.54K | 0.16% | 169 |
|
|
2022
Q2 | $455K | Sell |
8,232
-1,910
| -19% | -$106K | 0.15% | 167 |
|
|
2022
Q1 | $620K | Sell |
10,142
-209
| -2% | -$12.8K | 0.19% | 137 |
|
|
2021
Q4 | $668K | Buy |
10,351
+71
| +0.7% | +$4.58K | 0.2% | 123 |
|
|
2021
Q3 | $669K | Buy |
10,280
+1,632
| +19% | +$106K | 0.2% | 132 |
|
|
2021
Q2 | $526K | Buy |
8,648
+3,114
| +56% | +$189K | 0.17% | 158 |
|
|
2021
Q1 | $309K | Buy |
5,534
+192
| +4% | +$10.7K | 0.1% | 255 |
|
|
2020
Q4 | $283K | Buy |
+5,342
| New | +$283K | 0.11% | 215 |
|