Number of Shares
19,995.00
Current Holdings Value*
$1.85 Mil
% of Portfolio
1.84%
Total Estimate Gain
$308,986.05
% of Total Estimate Gain
16.13%

ArborFi Advisors, LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, ArborFi Advisors, LLC held 19,995.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.85 Mil. This investment constitutes 1.84% of their stock portfolio, and ArborFi Advisors, LLC now holds 0.03% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2024Q4. And since then ArborFi Advisors, LLC has made 1 purchases of SPMO, at an average price of $95.80, for a total of 19,995.00 shares. Based on historical transaction data and SPMO's current price of $111.25, ArborFi Advisors, LLC's estimated gain on his SPMO holdings is $308,986.05, reflecting a 16.13% gain to date.

ArborFi Advisors, LLC SPMO ($111.25) Holding Chart

ArborFi Advisors, LLC SPMO ($111.25) 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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