LAS
LWM Advisory Services’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 | $4.37M | Buy |
38,862
+2,714
| +8% | +$305K | 3.01% | 9 |
|
|
2025
Q1 | $3.34M | Buy |
36,148
+1,104
| +3% | +$102K | 2.32% | 12 |
|
|
2024
Q4 | $3.33M | Buy |
35,044
+5,680
| +19% | +$540K | 2.32% | 12 |
|
|
2024
Q3 | $2.66M | Buy |
29,364
+10,519
| +56% | +$953K | 1.97% | 14 |
|
|
2024
Q2 | $1.65M | Buy |
+18,845
| New | +$1.65M | 1.38% | 17 |
|
|
2023
Q1 | – | Sell |
-65,248
| Closed | -$3.7M | – | 87 |
|
|
2022
Q4 | $3.7M | Buy |
+65,248
| New | +$3.7M | 4.09% | 8 |
|