Seros Financial, LLC SPMO Holdings History
Number of Shares
134,896.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
9.33%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
15.70%
Seros Financial, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, Seros Financial, LLC held 134,896.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $12.48 Mil. This investment constitutes 9.33% of their stock portfolio, and Seros Financial, LLC now holds 0.23% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q4. And since then Seros Financial, LLC has made 1 purchases of SPMO, at an average price of $97.44, for a total of 134,896.00 shares. Based on historical transaction data and SPMO's current price of $112.73, Seros Financial, LLC's estimated gain on his SPMO holdings is $2.06 Mil, reflecting a 15.70% gain to date.
Seros Financial, LLC SPMO ($112.73) Holding Chart
Seros Financial, LLC SPMO ($112.73) 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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