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 20 institutions that hold shares in the stock, with a total of 232,107 shares, which have been reported (via 13F filing form) to have a value of $13.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
53,820
shares
|
$3.05 Million
0.44% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
46,684
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2024
Added 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
38,701
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
32,391
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
13,306
shares
|
$754,317
0.05% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
12,795
shares
|
$725,348
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,358
shares
|
$417,125
0.0% of portfolio
|
Q2 2024
Reduced 70.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
6,376
shares
|
$361,455
0.01% of portfolio
|
Q2 2024
Added 65.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
6,054
shares
|
$343,201
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
6,001
shares
|
$340,196
0.0% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,280
shares
|
$185,943
0.0% of portfolio
|
Q2 2024
Reduced 44.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,756
shares
|
$99,547
0.0% of portfolio
|
Q2 2024
Reduced 38.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$87,869
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
700
shares
|
$39,683
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
520
shares
|
$29,478
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
400
shares
|
$22,676
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
270
shares
|
$15,306
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
143
shares
|
$8,106
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2
shares
|
$113
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|