Steward Partners Investment Advisory’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Buy |
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|
2025
Q2 | $7.37M | Sell |
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|
2025
Q1 | $6.26M | Buy |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $29.7K | Sell |
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|
2024
Q2 | $89.9K | Buy |
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|
2024
Q1 | $26.3K | Hold |
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|
2023
Q4 | $21.5K | Hold |
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|
2023
Q3 | $18.8K | Hold |
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|
2023
Q2 | $18.3K | Hold |
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|
2023
Q1 | $17.9K | Hold |
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|
2022
Q4 | $18.6K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $33K | Sell |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $182K | Buy |
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|
2020
Q2 | $97K | Buy |
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