Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
19.8K+ 37.21% |
$884K - $960K
|
72.9K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.8KNew |
$170K - $184K
|
3.8K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.58K+ 6.71% |
$115K - $125K
|
41K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 70466.67% |
$94.5K - $103K
|
2.12K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-527- 4.29% |
$23.6K - $25.6K
|
11.8K
$681K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-655- 8.95% |
$29.3K - $31.8K
|
6.66K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 15.35% |
$61.4K - $66.6K
|
7.57K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.94K- 58.76% |
$176K - $191K
|
2.77K
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.18K- 6.27% |
$187K - $203K
|
62.5K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.87K- 11.54% |
$307K - $333K
|
52.6K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.3K- 77.43% |
$861K - $935K
|
5.61K
$325K
|