Triad Wealth Partners’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	$5.25M	Buy	46,710 +8,503	+22%	+$956K	1.06%	26
2025 Q1	$3.54M	Buy	38,207 +5,488	+17%	+$508K	1.1%	22
2024 Q4	$3.11M	Buy	+32,719	New	+$3.11M	1.12%	23