RFS
Richardson Financial 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 | $152K | Buy |
1,373
+410
| +43% | +$45.4K | 0.1% | 170 |
|
|
2025
Q1 | $89.1K | Buy |
963
+329
| +52% | +$30.4K | 0.07% | 194 |
|
|
2024
Q4 | $60.5K | Sell |
634
-312
| -33% | -$29.8K | 0.04% | 238 |
|
|
2024
Q3 | $82.7K | Hold |
946
| – | – | 0.05% | 214 |
|
|
2024
Q2 | $82.7K | Buy |
946
+200
| +27% | +$17.5K | 0.06% | 206 |
|
|
2024
Q1 | $59.8K | Buy |
+746
| New | +$59.8K | 0.04% | 232 |
|