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

Cooper Financial Group

  • $815 Million
  • Q2 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 47,500 shares of SPVM stock, worth $2.95 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
47,500
Previous 47,960 0.96%
Holding current value
$2.95 Million
Previous $2.75 Million 3.2%
% of portfolio
0.35%
Previous 0.38%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
24
Shares Held
410K
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
Track This Portfolio

Track Cooper Financial Group Portfolio

Follow Cooper Financial Group and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email