Beta Wealth Group, Inc. Invesco S&P 500 Value With Mom Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 177,959 shares of SPVM stock, worth $11.6 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares
177,959
Previous 177,779 0.1%
Holding current value
$11.6 Million
Previous $10.6 Million 10.1%
% of portfolio
6.25%
Previous 5.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$59.87 - $65.75 $10,776 - $11,835
180 Added 0.1%
177,959 $11.7 Million
Q2 2025

Aug 08, 2025
BUY
$50.71 - $59.78 $1.87 Million - $2.2 Million
36,823 Added 26.12%
177,779 $10.6 Million
Q1 2025

May 08, 2025
BUY
$55.27 - $60.16 $7.79 Million - $8.48 Million
140,956 New
140,956 $8.09 Million

Others Institutions Holding SPVM

# of Institutions
25
Shares Held
602K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 VALUE WITH MOM

SPVM Quotes by TradingView
  • Ticker SPVM
  • Sector ETFs
  • Industry ETFs
More about SPVM
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