Number of Shares
18,280.00
Current Holdings Value*
$1.69 Mil
% of Portfolio
1.25%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
13.11%

FISCHER INVESTMENT STRATEGIES, LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 18,280.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.69 Mil. This investment constitutes 1.25% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.03% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2024Q3. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 2 purchases of SPMO, at an average price of $88.36, for a total of 139,833.00 shares. In addition, there have been 1 sales at an average price of $97.86 for 121,553.00 shares. Based on historical transaction data and SPMO's current price of $113.76, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his SPMO holdings is $1.62 Mil, reflecting a 13.11% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC SPMO ($113.76) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC SPMO ($113.76) 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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