Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 VALUE WITH MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
141KNew |
$7.79M - $8.48M
|
141K
$8.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76.8KNew |
$4.24M - $4.62M
|
76.8K
$4.42M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.5K+ 4220.21% |
$1.74M - $1.9M
|
32.3K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.07K+ 10.97% |
$446K - $485K
|
81.6K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.6K+ 8.97% |
$144K - $156K
|
31.6K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.4KNew |
$133K - $144K
|
2.4K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.88K+ 376.4% |
$104K - $113K
|
2.38K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
550New |
$30.4K - $33.1K
|
550
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$663 - $722
|
12
$691
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5- 0.12% |
$276 - $301
|
4K
$230K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69- 1.4% |
$3.81K - $4.15K
|
4.87K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-268- 27.66% |
$14.8K - $16.1K
|
701
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-440- 1.22% |
$24.3K - $26.5K
|
35.7K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.32K- 34.29% |
$73K - $79.5K
|
2.53K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.47K- 2.97% |
$81.1K - $88.3K
|
48K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.72K- 36.68% |
$150K - $164K
|
4.7K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.9K- 25.6% |
$381K - $415K
|
20.1K
$1.15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.5K- 94.5% |
$1.69M - $1.83M
|
1.78K
$102K
|