Ownership history in Able Wealth Management LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in Invesco S&P 500 Momentum ETF (SPMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 120,379 | +13,883 | +13.0% | 4.54% | $14.4M | $118.98 |
| 2025 Q3 | ADDED | 106,496 | +31,700 | +42.4% | 4.85% | $12.9M | $120.42 |
| 2025 Q2 | ADDED | 74,796 | +6,426 | +9.4% | 4.24% | $8.4M | $111.70 |
| 2025 Q1 | ADDED | 68,370 | +16,323 | +31.4% | 3.73% | $6.3M | $91.72 |
| 2024 Q4 | ADDED | 52,047 | +44,894 | +627.6% | 3.25% | $4.9M | $94.00 |
| 2024 Q3 | INITIATED | 7,153 | — | — | 0.50% | $574K | $89.49 |
As of 2025 Q4 — sorted by position size