USAdvisors Wealth Management, LLC SPMO Holdings History
USAdvisors Wealth Management, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-06-30, USAdvisors Wealth Management, LLC held 17,086.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.92 Mil. This investment constitutes 0.71% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.02% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q2. And since then USAdvisors Wealth Management, LLC has made 4 purchases of SPMO, at an average price of $83.45, for a total of 226,584.00 shares. In addition, there have been 1 sales at an average price of $99.71 for 209,498.00 shares. Based on historical transaction data and SPMO's current price of $114.34, USAdvisors Wealth Management, LLC's estimated gain on his SPMO holdings is $3.93 Mil, reflecting a 20.81% gain to date.
USAdvisors Wealth Management, LLC SPMO ($114.34) Holding Chart
USAdvisors Wealth Management, 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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