Latest Institutional Purchases of Invesco S&P 500 Value With Mom (SPVM)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Value With Mom (SPVM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
36.8K+ 26.12% |
$1.87M - $2.2M
|
178K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 34.5% |
$1.43M - $1.68M
|
110K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.45KNew |
$175K - $206K
|
3.45K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.98K+ 14.86% |
$151K - $178K
|
23K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.22K+ 92.5% |
$113K - $133K
|
4.62K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54K+ 86.48% |
$77.8K - $91.8K
|
3.31K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
864+ 2.42% |
$43.8K - $51.6K
|
36.6K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
188+ 1.45% |
$9.53K - $11.2K
|
13.2K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28New |
$1.42K - $1.67K
|
28
$1.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.43% |
$152 - $179
|
704
$43.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76.8KNew |
$4.24M - $4.62M
|
76.8K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
550New |
$30.4K - $33.1K
|
550
$33.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$663 - $722
|
12
$739
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1KNew |
$57.1K - $63.1K
|
1K
$61.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.72K+ 23.31% |
$91.6K - $101K
|
9.07K
$559K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.12KNew |
$105K - $119K
|
2.12K
$130K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.37% |
$49.7 - $56.4
|
270
$16.6K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 84.19% |
$362K - $416K
|
17.4K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
108New |
$4.91K - $5.64K
|
108
$6.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8K+ 76.62% |
$1.06M - $1.23M
|
54.9K
$3.38M
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
143New |
$4.95K - $5.88K
|
143
$8.81K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$36.7 - $39.1
|
1
$61.6
|
|