PTC
SPMO icon

Private Trust Company’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Private Trust Company’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$448K Sell
3,997
-197
-5% -$23.3K 0.04% 477
2025
Q4 		$500K Sell
4,194
-495
-11% -$59.3K 0.04% 437
2025
Q3 		$568K Buy
4,689
+970
+26% +$113K 0.05% 387
2025
Q2 		$418K Sell
3,719
-1,379
-27% -$138K 0.04% 460
2025
Q1 		$472K Buy
5,098
+2,256
+79% +$221K 0.05% 394
2024
Q4 		$270K Buy
2,842
+1,242
+78% +$118K 0.03% 584
2024
Q3 		$145K Sell
1,600
-34
-2% -$2.98K 0.01% 800
2024
Q2 		$143K Sell
1,634
-724
-31% -$58.8K 0.02% 767
2024
Q1 		$189K Buy
2,358
+1,187
+101% +$87.4K 0.02% 664
2023
Q4 		$76.7K Buy
+1,171
New +$70.8K 0.01% 914

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VIA
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Northwestern Mutual Wealth Management
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JP Morgan Chase
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return