Sequent Planning’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
$423K Buy
3,759
+132
+4% +$14.8K 0.13% 102
2025
Q1
$336K Sell
3,627
-233
-6% -$21.6K 0.12% 107
2024
Q4
$367K Sell
3,860
-3,733
-49% -$355K 0.13% 103
2024
Q3
$688K Sell
7,593
-5,002
-40% -$453K 0.24% 78
2024
Q2
$1.11M Sell
12,595
-108
-0.9% -$9.5K 0.38% 43
2024
Q1
$1.02M Buy
+12,703
New +$1.02M 0.37% 47