SWM
SigFig Wealth Management’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 | $14.4M | Buy |
128,364
+38,914
| +44% | +$4.35M | 0.48% | 27 |
|
|
2025
Q1 | $8.25M | Buy |
89,450
+33,046
| +59% | +$3.05M | 0.3% | 40 |
|
|
2024
Q4 | $5.39M | Sell |
56,404
-25,324
| -31% | -$2.42M | 0.2% | 56 |
|
|
2024
Q3 | $7.38M | Buy |
81,728
+663
| +0.8% | +$59.9K | 0.27% | 41 |
|
|
2024
Q2 | $7.09M | Buy |
81,065
+18,623
| +30% | +$1.63M | 0.27% | 43 |
|
|
2024
Q1 | $5.01M | Buy |
+62,442
| New | +$5.01M | 0.18% | 53 |
|