Number of Shares
128,364.00
Current Holdings Value*
$14.36 Mil
% of Portfolio
0.48%
Total Estimate Gain
$3.60 Mil
% of Total Estimate Gain
27.13%

SigFig Wealth Management, LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-06-30, SigFig Wealth Management, LLC held 128,364.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $14.36 Mil. This investment constitutes 0.48% of their stock portfolio, and SigFig Wealth Management, LLC now holds 0.14% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2024Q1. And since then SigFig Wealth Management, LLC has made 5 purchases of SPMO, at an average price of $86.44, for a total of 153,688.00 shares. In addition, there have been 1 sales at an average price of $94.86 for 25,324.00 shares. Based on historical transaction data and SPMO's current price of $112.86, SigFig Wealth Management, LLC's estimated gain on his SPMO holdings is $3.60 Mil, reflecting a 27.13% gain to date.

SigFig Wealth Management, LLC SPMO ($112.86) Holding Chart

SigFig Wealth Management, LLC SPMO ($112.86) 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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