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 22 institutions that hold shares in the stock, with a total of 474,317 shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
177,779
shares
|
$11.6 Million
5.76% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
109,725
shares
|
$7.19 Million
0.0% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
47,500
shares
|
$3.11 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
36,610
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
30,503
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
23,030
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
13,186
shares
|
$863,551
0.04% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,795
shares
|
$837,944
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,873
shares
|
$319,132
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,620
shares
|
$302,563
0.03% of portfolio
|
Q2 2025
Added 92.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,454
shares
|
$226,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,310
shares
|
$216,771
0.0% of portfolio
|
Q2 2025
Added 86.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,923
shares
|
$125,937
0.0% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$101,509
0.0% of portfolio
|
Q2 2019
Reduced 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,183
shares
|
$77,474
0.0% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$65,489
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
704
shares
|
$46,104
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
400
shares
|
$26,195
0.0% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$9,365
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
28
shares
|
$1,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|