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

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 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 $300,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,873
Previous 4,873 -0.0%
Holding current value
$300,176
Previous $279,000 4.3%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
22
Shares Held
475K
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 New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email