SWM
StoneCrest 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 | $7.58M | Buy |
67,427
+5,227
| +8% | +$588K | 3.61% | 5 |
|
|
2025
Q1 | $5.76M | Buy |
62,200
+495
| +0.8% | +$45.8K | 3.66% | 6 |
|
|
2024
Q4 | $5.86M | Buy |
61,705
+3,419
| +6% | +$325K | 3.83% | 7 |
|
|
2024
Q3 | $5.28M | Buy |
58,286
+15,353
| +36% | +$1.39M | 3.84% | 9 |
|
|
2024
Q2 | $3.75M | Buy |
+42,933
| New | +$3.75M | 2.87% | 15 |
|