PWA
Primoris Wealth Advisors’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 | $294K | Sell |
2,615
-53,256
| -95% | -$5.99M | 0.2% | 80 |
|
|
2025
Q1 | $5.17M | Buy |
55,871
+52,771
| +1,702% | +$4.88M | 4% | 4 |
|
|
2024
Q4 | $295K | Sell |
3,100
-100
| -3% | -$9.5K | 0.22% | 74 |
|
|
2024
Q3 | $290K | Buy |
+3,200
| New | +$290K | 0.21% | 86 |
|