Number of Shares
13,760.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
1.41%
Total Estimate Gain
$194,291.20
% of Total Estimate Gain
14.16%

Boyce & Associates Wealth Consulting, Inc.'s Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 13,760.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.55 Mil. This investment constitutes 1.41% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.02% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2025Q2. And since then Boyce & Associates Wealth Consulting, Inc. has made 1 purchases of SPMO, at an average price of $99.71, for a total of 13,760.00 shares. Based on historical transaction data and SPMO's current price of $113.83, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his SPMO holdings is $194,291.20, reflecting a 14.16% gain to date.

Boyce & Associates Wealth Consulting, Inc. SPMO ($113.83) Holding Chart

Boyce & Associates Wealth Consulting, Inc. SPMO ($113.83) 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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