Cooper Financial Group Invesco S&P 500 Value With Mom Transaction History

Cooper Financial Group

  • $866 Million
  • Q3 2025

A detailed history of Cooper Financial Group transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Cooper Financial Group holds 9,613 shares of SPVM stock, worth $629,170. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,613
Previous 47,500 79.76%
Holding current value
$629,170
Previous $2.84 Million 77.74%
% of portfolio
0.07%
Previous 0.35%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$59.87 - $65.75 $2.27 Million - $2.49 Million
-37,887 Reduced 79.76%
9,613 $632,000
Q2 2025

Jul 17, 2025
SELL
$50.71 - $59.78 $23,326 - $27,498
-460 Reduced 0.96%
47,500 $2.84 Million
Q1 2025

May 12, 2025
SELL
$55.27 - $60.16 $81,081 - $88,254
-1,467 Reduced 2.97%
47,960 $2.75 Million
Q4 2024

Jan 13, 2025
SELL
$57.12 - $63.07 $212,714 - $234,872
-3,724 Reduced 7.01%
49,427 $2.84 Million
Q3 2024

Nov 14, 2024
SELL
$53.4 - $58.69 $35,724 - $39,263
-669 Reduced 1.24%
53,151 $3.1 Million
Q2 2024

Jul 15, 2024
SELL
$53.21 - $56.21 $117,221 - $123,830
-2,203 Reduced 3.93%
53,820 $2.92 Million
Q1 2024

Apr 11, 2024
SELL
$49.65 - $56.39 $818,331 - $929,419
-16,482 Reduced 22.73%
56,023 $3.16 Million
Q4 2023

Jan 16, 2024
BUY
$45.7 - $50.96 $136,003 - $151,656
2,976 Added 4.28%
72,505 $3.68 Million
Q3 2023

Oct 13, 2023
SELL
$47.35 - $50.08 $160,753 - $170,021
-3,395 Reduced 4.66%
69,529 $3.3 Million
Q2 2023

Jul 07, 2023
BUY
$44.72 - $48.53 $884,472 - $959,826
19,778 Added 37.21%
72,924 $3.5 Million
Q1 2023

May 10, 2023
BUY
$44.83 - $51.29 $354,694 - $405,806
7,912 Added 17.49%
53,146 $2.52 Million
Q4 2022

Jan 13, 2023
BUY
$45.48 - $52.25 $642,177 - $737,770
14,120 Added 45.38%
45,234 $0
Q3 2022

Oct 13, 2022
BUY
$44.27 - $51.47 $269,737 - $313,606
6,093 Added 24.35%
31,114 $1.38 Million
Q2 2022

Jul 11, 2022
BUY
$45.44 - $55.67 $1.14 Million - $1.39 Million
25,021 New
25,021 $1.16 Million

Others Institutions Holding SPVM

# of Institutions
25
Shares Held
602K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 VALUE WITH MOM

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