Cooper Financial Group Invesco S&P 500 Value With Mom Transaction History

Cooper Financial Group

$866 Million
Q3 2025

A detailed history of Cooper Financial Group transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Cooper Financial Group holds 9,613 shares of SPVM stock, worth $614,270. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,613

Previous 47,500 79.76%

Holding current value

$614,270

Previous $2.84 Million 77.74%

% of portfolio

0.07%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$59.87 - $65.75 $2.27 Million - $2.49 Million	-37,887 Reduced 79.76%	9,613 $632,000
Q2 2025 Jul 17, 2025	SELL	$50.71 - $59.78 $23,326 - $27,498	-460 Reduced 0.96%	47,500 $2.84 Million
Q1 2025 May 12, 2025	SELL	$55.27 - $60.16 $81,081 - $88,254	-1,467 Reduced 2.97%	47,960 $2.75 Million
Q4 2024 Jan 13, 2025	SELL	$57.12 - $63.07 $212,714 - $234,872	-3,724 Reduced 7.01%	49,427 $2.84 Million
Q3 2024 Nov 14, 2024	SELL	$53.4 - $58.69 $35,724 - $39,263	-669 Reduced 1.24%	53,151 $3.1 Million
Q2 2024 Jul 15, 2024	SELL	$53.21 - $56.21 $117,221 - $123,830	-2,203 Reduced 3.93%	53,820 $2.92 Million
Q1 2024 Apr 11, 2024	SELL	$49.65 - $56.39 $818,331 - $929,419	-16,482 Reduced 22.73%	56,023 $3.16 Million
Q4 2023 Jan 16, 2024	BUY	$45.7 - $50.96 $136,003 - $151,656	2,976 Added 4.28%	72,505 $3.68 Million
Q3 2023 Oct 13, 2023	SELL	$47.35 - $50.08 $160,753 - $170,021	-3,395 Reduced 4.66%	69,529 $3.3 Million
Q2 2023 Jul 07, 2023	BUY	$44.72 - $48.53 $884,472 - $959,826	19,778 Added 37.21%	72,924 $3.5 Million
Q1 2023 May 10, 2023	BUY	$44.83 - $51.29 $354,694 - $405,806	7,912 Added 17.49%	53,146 $2.52 Million
Q4 2022 Jan 13, 2023	BUY	$45.48 - $52.25 $642,177 - $737,770	14,120 Added 45.38%	45,234 $0
Q3 2022 Oct 13, 2022	BUY	$44.27 - $51.47 $269,737 - $313,606	6,093 Added 24.35%	31,114 $1.38 Million
Q2 2022 Jul 11, 2022	BUY	$45.44 - $55.67 $1.14 Million - $1.39 Million	25,021 New	25,021 $1.16 Million

Others Institutions Holding SPVM

# of Institutions

Shares Held

436K

Call Options Held

Put Options Held

View Full List

About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
Sector ETFs
Industry ETFs

More about SPVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.

Account

Cooper Financial Group Invesco S&P 500 Value With Mom Transaction History