Sunbelt Securities, Inc. Invesco S&P 500 Value With Mom Transaction History

Sunbelt Securities, Inc.

$1.28 Billion
Q3 2025

A detailed history of Sunbelt Securities, Inc. transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 12 shares of SPVM stock, worth $785. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$785

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 19, 2025	BUY	$59.87 - $65.75 $718 - $789	12 New	12 $0
Q1 2025 Apr 24, 2025	BUY	$55.27 - $60.16 $663 - $721	12 New	12 $0

Others Institutions Holding SPVM

# of Institutions

Shares Held

602K

Call Options Held

Put Options Held

Beta Wealth Group, Inc.

178K
Shares

$11.6 Million
6.25% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

152K
Shares

$9.96 Million
4.24% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$7.59 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

37.2K
Shares

$2.43 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.2K
Shares

$1.38 Million
0.0% of portfolio

View Full List

About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
Sector ETFs
Industry ETFs

More about SPVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account