J.W. Cole Advisors’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 | $1.45M | Buy |
12,858
+5,834
| +83% | +$656K | 0.03% | 539 |
|
|
2025
Q1 | $650K | Buy |
7,024
+1,011
| +17% | +$93.5K | 0.02% | 692 |
|
|
2024
Q4 | $571K | Sell |
6,013
-417
| -6% | -$39.6K | 0.02% | 565 |
|
|
2024
Q3 | $583K | Buy |
6,430
+3,400
| +112% | +$308K | 0.02% | 549 |
|
|
2024
Q2 | $265K | Sell |
3,030
-44
| -1% | -$3.85K | 0.01% | 751 |
|
|
2024
Q1 | $247K | Buy |
+3,074
| New | +$247K | 0.01% | 764 |
|
|
2023
Q2 | – | Sell |
-3,880
| Closed | -$212K | – | 811 |
|
|
2023
Q1 | $212K | Hold |
3,880
| – | – | 0.02% | 713 |
|
|
2022
Q4 | $220K | Buy |
+3,880
| New | +$220K | 0.02% | 655 |
|