Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 VALUE WITH MOM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.8K+ 415.6% |
$4.65M - $5.07M
|
114K
$6.6M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
48.2KNew |
$2.44M - $2.66M
|
48.2K
$2.79M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.1K+ 186.2% |
$1.02M - $1.11M
|
30.9K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 1183.97% |
$800K - $874K
|
17.1K
$993K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 41.24% |
$547K - $597K
|
37K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.48KNew |
$379K - $414K
|
7.48K
$434K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
7.13KNew |
$361K - $394K
|
7.13K
$413K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06K+ 11.02% |
$155K - $169K
|
30.9K
$1.79M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.71KNew |
$137K - $150K
|
2.71K
$157K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
711+ 6.11% |
$36K - $39.3K
|
12.4K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
203New |
$10.3K - $11.2K
|
203
$11.8K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200+ 12.9% |
$10.1K - $11.1K
|
1.75K
$101K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.24% |
$557 - $608
|
4.6K
$267K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
7New |
$354 - $387
|
7
$406
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.96K- 8.66% |
$99.3K - $108K
|
20.7K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.05K- 12.66% |
$104K - $113K
|
14.1K
$819K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.31K- 99.08% |
$218K - $238K
|
40
$2.32K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 45.06% |
$222K - $243K
|
5.36K
$310K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.84K- 69.82% |
$346K - $378K
|
2.96K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.67K- 11.74% |
$439K - $480K
|
65.2K
$3.78M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.8K- 55.67% |
$1.96M - $2.14M
|
30.9K
$1.79M
|