Institutional Ownership Invesco S&P 500 Value With Mom (SPVM)
This table provides information about the institutional ownership of Invesco S&P 500 Value With Mom (SPVM). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 346,094 shares, which have been reported (via 13F filing form) to have a value of $19.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
76,790
shares
|
$4.28 Million
2.57% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
73,515
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
49,427
shares
|
$2.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
36,186
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,952
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
26,948
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
12,998
shares
|
$724,898
0.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,795
shares
|
$713,577
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,415
shares
|
$413,534
0.0% of portfolio
|
Q4 2024
Added 43.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,942
shares
|
$275,615
0.0% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,001
shares
|
$223,135
0.0% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,852
shares
|
$214,826
0.0% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,400
shares
|
$133,848
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$86,443
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$55,770
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
969
shares
|
$54,041
0.0% of portfolio
|
Q4 2024
Reduced 37.52%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
747
shares
|
$41,660
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
550
shares
|
$30,673
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
500
shares
|
$27,885
0.0% of portfolio
|
Q4 2024
Reduced 70.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
400
shares
|
$22,308
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
143
shares
|
$7,975
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
12
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1
shares
|
$55
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$55
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|