Integrated Wealth Concepts’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 | $4.57M | Buy |
40,618
+1,695
| +4% | +$191K | 0.05% | 364 |
|
|
2025
Q1 | $3.6M | Buy |
38,923
+3,976
| +11% | +$368K | 0.04% | 396 |
|
|
2024
Q4 | $3.32M | Buy |
34,947
+23,106
| +195% | +$2.2M | 0.04% | 398 |
|
|
2024
Q3 | $1.07M | Buy |
11,841
+1,927
| +19% | +$175K | 0.01% | 770 |
|
|
2024
Q2 | $867K | Buy |
9,914
+2,339
| +31% | +$205K | 0.01% | 822 |
|
|
2024
Q1 | $608K | Buy |
7,575
+1,416
| +23% | +$114K | 0.01% | 962 |
|
|
2023
Q4 | $403K | Sell |
6,159
-28
| -0.5% | -$1.83K | 0.01% | 1096 |
|
|
2023
Q3 | $354K | Buy |
6,187
+786
| +15% | +$45K | 0.01% | 1147 |
|
|
2023
Q2 | $302K | Sell |
5,401
-917
| -15% | -$51.3K | 0.01% | 1214 |
|
|
2023
Q1 | $345K | Buy |
6,318
+381
| +6% | +$20.8K | 0.01% | 996 |
|
|
2022
Q4 | $337K | Buy |
+5,937
| New | +$337K | 0.01% | 779 |
|