Number of Shares
99,987.00
Current Holdings Value*
$11.25 Mil
% of Portfolio
7.55%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
13.78%

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

As of 2025-06-30, FISCHER INVESTMENT STRATEGIES, LLC held 99,987.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $11.25 Mil. This investment constitutes 7.55% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.11% 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 3 purchases of SPMO, at an average price of $92.54, for a total of 221,540.00 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 $114.34, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his SPMO holdings is $2.83 Mil, reflecting a 13.78% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC SPMO ($114.34) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC SPMO ($114.34) 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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