A detailed history of Axxcess Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 162,649 shares of SPMO stock, worth $19.6 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
162,649
Previous 59,976 171.19%
Holding current value
$19.6 Million
Previous $5.55 Million 229.66%
% of portfolio
0.45%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
$82.32 - $112.47 $8.45 Million - $11.5 Million
102,673 Added 171.19%
162,649 $18.3 Million
Q1 2025

Apr 30, 2025

BUY
$91.76 - $103.26 $1.4 Million - $1.57 Million
15,229 Added 34.03%
59,976 $5.55 Million
Q4 2024

Feb 10, 2025

BUY
$89.97 - $98.59 $2.4 Million - $2.63 Million
26,628 Added 146.96%
44,747 $4.25 Million
Q3 2024

Nov 04, 2024

SELL
$79.58 - $91.64 $503,661 - $579,989
-6,329 Reduced 25.89%
18,119 $1.64 Million
Q2 2024

Aug 09, 2024

BUY
$74.81 - $88.63 $1.83 Million - $2.17 Million
24,448 New
24,448 $2.14 Million

Others Institutions Holding SPMO

About INVESCO ETF TR II S&P 500 MOME


  • Ticker SPMO
  • Sector ETFs
  • Industry ETFs
More about SPMO
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.