L.M. Kohn & Company’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 | $1.12M | Buy |
+9,967
| New | +$1.12M | 0.3% | 61 |
|
|
2024
Q4 | – | Sell |
-5,920
| Closed | -$537K | – | 294 |
|
|
2024
Q3 | $537K | Sell |
5,920
-4,490
| -43% | -$407K | 0.14% | 139 |
|
|
2024
Q2 | $910K | Buy |
10,410
+4,290
| +70% | +$375K | 0.25% | 82 |
|
|
2024
Q1 | $491K | Buy |
6,120
+2,556
| +72% | +$205K | 0.14% | 141 |
|
|
2023
Q4 | $233K | Buy |
+3,564
| New | +$233K | 0.07% | 206 |
|