Invesco S&P 500 Value With Mom SPVM
Institutional shares held
474,317
0
calls
0
puts
Total value of holdings
$30.5M
$0
calls
$0
puts
# of Institutions
22
We take great care to ensure that the data presented and summarized in this overview for INVESCO S&P 500 VALUE WITH MOM is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SPVM
View all-
Beta Wealth Group, Inc.178KShares$11.4 Million5.76% of portfolio
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Lpl Financial LLC Fort Mill, SC110KShares$7.06 Million0.0% of portfolio
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Cooper Financial Group47.5KShares$3.06 Million0.35% of portfolio
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Bank Of America Corp Charlotte, NC36.6KShares$2.35 Million0.0% of portfolio
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Morgan Stanley New York, NY30.5KShares$1.96 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL23KShares$1.48 Million0.0% of portfolio
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Ifg Advisory, LLC13.2KShares$848,1230.04% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL12.8KShares$822,9740.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA4.87KShares$313,4310.0% of portfolio
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Private Trust CO Na4.62KShares$297,1580.03% of portfolio