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 487,436 shares, which have been reported (via 13F filing form) to have a value of $28.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
140,956
shares
|
$8.21 Million
4.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
81,582
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
76,790
shares
|
$4.47 Million
2.57% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
47,960
shares
|
$2.79 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
35,746
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
31,550
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
20,050
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
12,998
shares
|
$757,133
0.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,795
shares
|
$745,308
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,873
shares
|
$283,852
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,695
shares
|
$273,483
0.0% of portfolio
|
Q1 2025
Reduced 36.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,996
shares
|
$232,767
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,531
shares
|
$147,430
0.0% of portfolio
|
Q1 2025
Reduced 34.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,400
shares
|
$139,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,382
shares
|
$138,751
0.0% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,775
shares
|
$103,393
0.0% of portfolio
|
Q1 2025
Reduced 94.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$90,287
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
1,000
shares
|
$58,250
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
701
shares
|
$40,833
0.0% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
550
shares
|
$32,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
400
shares
|
$23,300
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
143
shares
|
$8,329
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
12
shares
|
$699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$58
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|