SAM
Synergy Asset 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 | $737K | Buy |
6,554
+1,244
| +23% | +$140K | 0.08% | 108 |
|
|
2025
Q1 | $491K | Sell |
5,310
-6,817
| -56% | -$631K | 0.06% | 119 |
|
|
2024
Q4 | $1.13M | Buy |
12,127
+6,087
| +101% | +$567K | 0.09% | 111 |
|
|
2024
Q3 | $547K | Sell |
6,040
-23,118
| -79% | -$2.1M | 0.08% | 97 |
|
|
2024
Q2 | $2.55M | Sell |
29,158
-27,823
| -49% | -$2.43M | 0.4% | 57 |
|
|
2024
Q1 | $4.57M | Buy |
+56,981
| New | +$4.57M | 0.78% | 33 |
|