Patriot Financial Group Insurance Agency’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	$1.25M	Sell	11,147 -549	-5%	-$61.7K	0.14%	171
2025 Q1	$1.08M	Buy	11,696 +733	+7%	+$67.8K	0.15%	177
2024 Q4	$1.04M	Buy	10,963 +8,279	+308%	+$787K	0.14%	173
2024 Q3	$243K	Buy	+2,684	New	+$243K	0.03%	434