Capstone Wealth Management Group, LLC Invesco S&P 500 Value With Mom Transaction History

Capstone Wealth Management Group, LLC

  • $236 Million
  • Q3 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 152,218 shares of SPVM stock, worth $9.96 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
152,218
Holding current value
$9.96 Million
% of portfolio
4.24%

Shares

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

Nov 12, 2025
BUY
$59.87 - $65.75 $9.11 Million - $10 Million
152,218 New
152,218 $10 Million
Q1 2025

Apr 28, 2025
BUY
$55.27 - $60.16 $4.24 Million - $4.62 Million
76,790 New
76,790 $4.41 Million

Others Institutions Holding SPVM

# of Institutions
24
Shares Held
615K
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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