Number of Shares
127,133.00
Current Holdings Value*
$11.76 Mil
% of Portfolio
5.51%
Total Estimate Gain
$2.21 Mil
% of Total Estimate Gain
17.90%

Altus Wealth Group LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, Altus Wealth Group LLC held 127,133.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $11.76 Mil. This investment constitutes 5.51% of their stock portfolio, and Altus Wealth Group LLC now holds 0.22% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2024Q4. And since then Altus Wealth Group LLC has made 2 purchases of SPMO, at an average price of $97.00, for a total of 127,133.00 shares. Based on historical transaction data and SPMO's current price of $114.36, Altus Wealth Group LLC's estimated gain on his SPMO holdings is $2.21 Mil, reflecting a 17.90% gain to date.

Altus Wealth Group LLC SPMO ($114.36) Holding Chart

Altus Wealth Group LLC SPMO ($114.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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