Institutional Ownership Invesco S&P 500 Value With Mom (SPVM)
This table provides information about the institutional ownership of Invesco S&P 500 Value With Mom (SPVM). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 602,362 shares, which have been reported (via 13F filing form) to have a value of $39.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
177,959
shares
|
$11.6 Million
6.25% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
152,218
shares
|
$9.96 Million
4.24% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
115,905
shares
|
$7.59 Million
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
37,162
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
21,154
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
19,571
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
18,374
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 431.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,795
shares
|
$837,432
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,536
shares
|
$820,481
0.04% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
9,613
shares
|
$629,170
0.07% of portfolio
|
Q3 2025
Reduced 79.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,344
shares
|
$349,764
0.0% of portfolio
|
Q3 2025
Added 61.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,873
shares
|
$318,937
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,620
shares
|
$302,379
0.03% of portfolio
|
Q2 2025
Added 92.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,580
shares
|
$299,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,573
shares
|
$102,952
0.0% of portfolio
|
Q3 2025
Added 32.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$101,447
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$65,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
707
shares
|
$46,273
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
400
shares
|
$26,180
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
172
shares
|
$11,257
0.0% of portfolio
|
Q3 2025
Reduced 91.06%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$9,359
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$6,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
12
shares
|
$785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|