CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPMO Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 116,148.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $10.75 Mil. This investment constitutes 6.13% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.17% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of SPMO, at an average price of $92.12, for a total of 116,148.00 shares. Based on historical transaction data and SPMO's current price of $112.51, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SPMO holdings is $2.37 Mil, reflecting a 22.13% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPMO ($112.51) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPMO ($112.51) 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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