New Edge Advisors, LLC Invesco S&P 500 Value With Mom Transaction History

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,873 shares of SPVM stock, worth $282,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,873

Previous 4,942 1.4%

Holding current value

$282,049

Previous $284,000 1.76%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$55.27 - $60.16 $3,813 - $4,151	-69 Reduced 1.4%	4,873 $279,000
Q4 2024 Feb 13, 2025	SELL	$57.12 - $63.07 $53,635 - $59,222	-939 Reduced 15.97%	4,942 $284,000
Q3 2024 Nov 14, 2024	SELL	$53.4 - $58.69 $9,238 - $10,153	-173 Reduced 2.86%	5,881 $343,000
Q2 2024 Aug 15, 2024	SELL	$53.21 - $56.21 $212 - $224	-4 Reduced 0.07%	6,054 $328,000
Q1 2024 May 14, 2024	SELL	$49.65 - $56.39 $2,234 - $2,537	-45 Reduced 0.74%	6,058 $341,000
Q4 2023 Feb 13, 2024	SELL	$45.7 - $50.96 $170,461 - $190,080	-3,730 Reduced 37.93%	6,103 $309,000
Q3 2023 Nov 14, 2023	SELL	$47.35 - $50.08 $90,769 - $96,003	-1,917 Reduced 16.31%	9,833 $466,000
Q2 2023 Aug 14, 2023	SELL	$44.72 - $48.53 $23,567 - $25,575	-527 Reduced 4.29%	11,750 $564,000
Q1 2023 May 12, 2023	SELL	$44.83 - $51.29 $58,727 - $67,189	-1,310 Reduced 9.64%	12,277 $582,000
Q4 2022 Feb 14, 2023	SELL	$45.48 - $52.25 $14,280 - $16,406	-314 Reduced 2.26%	13,587 $670,000
Q3 2022 Nov 14, 2022	SELL	$44.27 - $51.47 $1,682 - $1,955	-38 Reduced 0.27%	13,901 $615,000
Q2 2022 Aug 09, 2022	SELL	$45.44 - $55.67 $8,588 - $10,521	-189 Reduced 1.34%	13,939 $645,000
Q1 2022 May 13, 2022	SELL	$50.63 - $55.29 $103,690 - $113,233	-2,048 Reduced 12.66%	14,128 $765,000
Q4 2021 Feb 17, 2022	SELL	$48.62 - $52.05 $1.76 Million - $1.88 Million	-36,204 Reduced 69.12%	16,176 $835,000
Q3 2021 Oct 29, 2021	BUY	$46.53 - $50.63 $2.44 Million - $2.65 Million	52,380 New	52,380 $2.53 Million

Others Institutions Holding SPVM

# of Institutions

Shares Held

487K

Call Options Held

Put Options Held

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New Edge Advisors, LLC Invesco S&P 500 Value With Mom Transaction History