A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 4,457 shares of SPMO stock, worth $525,168. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,457
Previous 4,403 1.23%
Holding current value
$525,168
Previous $495 Million 8.96%
% of portfolio
0.37%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$110.74 - $122.12 $5,979 - $6,594
54 Added 1.23%
4,457 $540 Million
Q2 2025

Aug 08, 2025

BUY
$82.32 - $112.47 $99,524 - $135,976
1,209 Added 37.85%
4,403 $495 Million
Q1 2025

May 09, 2025

SELL
$91.76 - $103.26 $5,322 - $5,989
-58 Reduced 1.78%
3,194 $296 Million
Q4 2024

Jan 28, 2025

BUY
$89.97 - $98.59 $292,582 - $320,614
3,252 New
3,252 $309 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 Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.