Insight Wealth Strategies, LLC SPMO Holdings History
Insight Wealth Strategies, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 221,074.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $24.48 Mil. This investment constitutes 3.09% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.26% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2025Q1. And since then Insight Wealth Strategies, LLC has made 1 purchases of SPMO, at an average price of $97.86, for a total of 221,372.00 shares. In addition, there have been 1 sales at an average price of $99.71 for 298.00 shares. Based on historical transaction data and SPMO's current price of $113.05, Insight Wealth Strategies, LLC's estimated gain on his SPMO holdings is $3.36 Mil, reflecting a 15.50% gain to date.
Insight Wealth Strategies, LLC SPMO ($113.05) Holding Chart
Insight Wealth Strategies, LLC SPMO ($113.05) 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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