JWM
Jackson Wealth 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 | $6.61M | Buy |
58,760
+35,011
| +147% | +$3.94M | 0.72% | 38 |
|
|
2025
Q1 | $2.2M | Sell |
23,749
-580
| -2% | -$53.7K | 0.27% | 69 |
|
|
2024
Q4 | $2.31M | Buy |
24,329
+1,679
| +7% | +$159K | 0.26% | 69 |
|
|
2024
Q3 | $2.05M | Buy |
22,650
+11,385
| +101% | +$1.03M | 0.25% | 73 |
|
|
2024
Q2 | $985K | Buy |
+11,265
| New | +$985K | 0.21% | 73 |
|