Burt Wealth Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Burt Wealth Advisors holds 41,200 shares of SPMO stock, worth $4.2 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

41,200

Previous 41,200 -0.0%

Holding current value

$4.2 Million

Previous $3.73 Million 4.82%

% of portfolio

0.99%

Previous 0.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$54.94 - $59.95 $118,121 - $128,892	-2,150 Reduced 4.96%	41,200 $2.36 Million
Q2 2023 Jul 18, 2023	SELL	$53.02 - $56.7 $177,617 - $189,945	-3,350 Reduced 7.17%	43,350 $2.42 Million
Q1 2023 Apr 13, 2023	SELL	$52.01 - $56.92 $841,261 - $920,681	-16,175 Reduced 25.73%	46,700 $2.55 Million
Q4 2022 Jan 17, 2023	BUY	$51.84 - $58.95 $2.93 Million - $3.33 Million	56,542 Added 892.82%	62,875 $3.57 Million
Q3 2022 Oct 11, 2022	BUY	$50.02 - $57.9 $62,024 - $71,796	1,240 Added 24.35%	6,333 $319,000
Q2 2022 Jul 29, 2022	SELL	$50.56 - $61.34 $1.89 Million - $2.29 Million	-37,382 Reduced 88.01%	5,093 $264,000
Q1 2022 Apr 19, 2022	BUY	$55.43 - $65.52 $2.35 Million - $2.78 Million	42,475 New	42,475 $2.6 Million

Others Institutions Holding SPMO

# of Institutions

300

Shares Held

20.9M

Call Options Held

26.9K

Put Options Held

30K

View Full List

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History