Kingswood Wealth 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	$3.1M	Buy	27,545 +13,151	+91%	+$1.48M	0.24%	95
2025 Q1	$1.33M	Buy	14,394 +3,452	+32%	+$319K	0.12%	199
2024 Q4	$1.04M	Buy	10,942 +4,863	+80%	+$462K	0.08%	266
2024 Q3	$551K	Buy	6,079 +938	+18%	+$85K	0.04%	435
2024 Q2	$450K	Buy	+5,141	New	+$450K	0.04%	418