Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
36.8K+ 26.12% |
$1.87M - $2.2M
|
178K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 34.5% |
$1.43M - $1.68M
|
110K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.45KNew |
$175K - $206K
|
3.45K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.98K+ 14.86% |
$151K - $178K
|
23K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.22K+ 92.5% |
$113K - $133K
|
4.62K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54K+ 86.48% |
$77.8K - $91.8K
|
3.31K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
864+ 2.42% |
$43.8K - $51.6K
|
36.6K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
188+ 1.45% |
$9.53K - $11.2K
|
13.2K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28New |
$1.42K - $1.67K
|
28
$1.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.43% |
$152 - $179
|
704
$45.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-363- 15.24% |
$18.4K - $21.7K
|
2.02K
$130K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-460- 0.96% |
$23.3K - $27.5K
|
47.5K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-608- 24.02% |
$30.8K - $36.3K
|
1.92K
$124K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-836- 41.41% |
$42.4K - $50K
|
1.18K
$76K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05K- 3.32% |
$53.1K - $62.6K
|
30.5K
$1.96M
|