UWM
USAdvisors 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 | $1.92M | Sell |
17,086
-209,498
| -92% | -$23.6M | 0.71% | 37 |
|
|
2025
Q1 | $21M | Buy |
226,584
+3,590
| +2% | +$332K | 7.31% | 2 |
|
|
2024
Q4 | $21.2M | Buy |
222,994
+23,542
| +12% | +$2.24M | 6.88% | 2 |
|
|
2024
Q3 | $18M | Buy |
199,452
+19,431
| +11% | +$1.76M | 6.3% | 2 |
|
|
2024
Q2 | $15.7M | Buy |
+180,021
| New | +$15.7M | 5.54% | 3 |
|