Steward Partners Investment Advisory’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 | $7.37M | Sell |
65,494
-2,167
| -3% | -$244K | 0.06% | 324 |
|
|
2025
Q1 | $6.26M | Buy |
67,661
+40,783
| +152% | +$3.77M | 0.06% | 338 |
|
|
2024
Q4 | $2.55M | Buy |
26,878
+26,550
| +8,095% | +$2.52M | 0.02% | 564 |
|
|
2024
Q3 | $29.7K | Sell |
328
-700
| -68% | -$63.4K | ﹤0.01% | 2476 |
|
|
2024
Q2 | $89.9K | Buy |
1,028
+700
| +213% | +$61.2K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $26.3K | Hold |
328
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q4 | $21.5K | Hold |
328
| – | – | ﹤0.01% | 2369 |
|
|
2023
Q3 | $18.8K | Hold |
328
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q2 | $18.3K | Hold |
328
| – | – | ﹤0.01% | 2330 |
|
|
2023
Q1 | $17.9K | Hold |
328
| – | – | ﹤0.01% | 2291 |
|
|
2022
Q4 | $18.6K | Hold |
328
| – | – | ﹤0.01% | 2261 |
|
|
2022
Q3 | $17K | Hold |
328
| – | – | ﹤0.01% | 2302 |
|
|
2022
Q2 | $17K | Hold |
328
| – | – | ﹤0.01% | 2302 |
|
|
2022
Q1 | $20K | Sell |
328
-184
| -36% | -$11.2K | ﹤0.01% | 2375 |
|
|
2021
Q4 | $33K | Sell |
512
-47
| -8% | -$3.03K | ﹤0.01% | 2099 |
|
|
2021
Q3 | $34K | Buy |
559
+167
| +43% | +$10.2K | ﹤0.01% | 2071 |
|
|
2021
Q2 | $23K | Sell |
392
-2,431
| -86% | -$143K | ﹤0.01% | 4923 |
|
|
2021
Q1 | $150K | Sell |
2,823
-3,342
| -54% | -$177K | ﹤0.01% | 1426 |
|
|
2020
Q4 | $326K | Buy |
6,165
+2,532
| +70% | +$134K | 0.01% | 889 |
|
|
2020
Q3 | $182K | Buy |
3,633
+1,411
| +64% | +$70.7K | ﹤0.01% | 979 |
|
|
2020
Q2 | $97K | Buy |
+2,222
| New | +$97K | ﹤0.01% | 1169 |
|