Number of Shares
308,960.00
Current Holdings Value*
$28.59 Mil
% of Portfolio
0.27%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
18.94%

Equitable Holdings, Inc.'s Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, Equitable Holdings, Inc. held 308,960.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $28.59 Mil. This investment constitutes 0.27% of their stock portfolio, and Equitable Holdings, Inc. now holds 0.45% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2022Q4. And since then Equitable Holdings, Inc. has made 6 purchases of SPMO, at an average price of $94.54, for a total of 315,672.00 shares. In addition, there have been 2 sales at an average price of $54.81 for 6,712.00 shares. Based on historical transaction data and SPMO's current price of $113.70, Equitable Holdings, Inc.'s estimated gain on his SPMO holdings is $5.65 Mil, reflecting a 18.94% gain to date.

Equitable Holdings, Inc. SPMO ($113.70) Holding Chart

Equitable Holdings, Inc. SPMO ($113.70) 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 %

Top Ranked Articles

  • 1