Capstone Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Capstone Wealth Management Group, LLC

$172 Million
Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 116,148 shares of SPMO stock, worth $10.9 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares

116,148

Previous 50,633 129.39%

Holding current value

$10.9 Million

Previous $4.81 Million 123.43%

% of portfolio

6.27%

Previous 2.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$91.76 - $103.26 $6.01 Million - $6.77 Million	65,515 Added 129.39%	116,148 $10.7 Million
Q4 2024 Jan 14, 2025	BUY	$89.97 - $98.59 $1.98 Million - $2.17 Million	22,021 Added 76.96%	50,633 $4.81 Million
Q3 2024 Oct 15, 2024	BUY	$79.58 - $91.64 $148,098 - $170,542	1,861 Added 6.96%	28,612 $2.59 Million
Q2 2024 Aug 09, 2024	BUY	$74.81 - $88.63 $651,221 - $771,524	8,705 Added 48.24%	26,751 $2.34 Million
Q1 2024 Apr 18, 2024	BUY	$64.34 - $80.83 $1.16 Million - $1.46 Million	18,046 New	18,046 $1.45 Million

Others Institutions Holding SPMO

# of Institutions

364

Shares Held

26.3M

Call Options Held

10.6K

Put Options Held

11.1K

View Full List

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

More about SPMO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Account

Capstone Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History