Tempus Wealth Planning, LLC SPMO Holdings History
Tempus Wealth Planning, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-06-30, Tempus Wealth Planning, LLC held 68,406.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $7.69 Mil. This investment constitutes 1.92% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.08% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q4. And since then Tempus Wealth Planning, LLC has made 3 purchases of SPMO, at an average price of $96.85, for a total of 68,406.00 shares. Based on historical transaction data and SPMO's current price of $114.36, Tempus Wealth Planning, LLC's estimated gain on his SPMO holdings is $1.20 Mil, reflecting a 18.07% gain to date.
Tempus Wealth Planning, LLC SPMO ($114.36) Holding Chart
Tempus Wealth Planning, LLC SPMO ($114.36) 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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