Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8K+ 76.62% |
$1.06M - $1.23M
|
54.9K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 13.79% |
$532K - $618K
|
99.2K
$5.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
6.09K+ 24.35% |
$270K - $314K
|
31.1K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.72K+ 16.06% |
$253K - $295K
|
41.3K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.92KNew |
$218K - $253K
|
4.92K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.91K+ 60.67% |
$173K - $201K
|
10.3K
$600K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.86K+ 16.18% |
$82.3K - $95.6K
|
13.3K
$773K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.55KNew |
$68.6K - $79.8K
|
1.55K
$89.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32K+ 1.89% |
$58.3K - $67.8K
|
71K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
887+ 66.64% |
$39.3K - $45.7K
|
2.22K
$129K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
260New |
$11.5K - $13.4K
|
260
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 22.73% |
$5.09K - $5.92K
|
621
$36K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38- 0.27% |
$1.68K - $1.96K
|
13.9K
$806K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2K- 28.05% |
$88.5K - $103K
|
5.13K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.6K- 48.83% |
$425K - $494K
|
10.1K
$583K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26K- 73.29% |
$1.15M - $1.34M
|
9.46K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.7K- 90.81% |
$3.31M - $3.85M
|
7.57K
$439K
|