Purchases and Sales Made in Q3 2025 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 2025. 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 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
152KNew |
$9.11M - $10M
|
152K
$9.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 431.96% |
$893K - $981K
|
18.4K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.18K+ 5.63% |
$370K - $406K
|
116K
$7.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58KNew |
$274K - $301K
|
4.58K
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03K+ 61.45% |
$122K - $134K
|
5.34K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
552+ 1.51% |
$33K - $36.3K
|
37.2K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
390+ 32.97% |
$23.3K - $25.6K
|
1.57K
$103K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
180+ 0.1% |
$10.8K - $11.8K
|
178K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
100New |
$5.99K - $6.58K
|
100
$6.55K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$718 - $789
|
12
$785
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.43% |
$180 - $197
|
707
$46.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-650- 4.93% |
$38.9K - $42.7K
|
12.5K
$820K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.75K- 91.06% |
$105K - $115K
|
172
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.46K- 15.02% |
$207K - $227K
|
19.6K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.35K- 30.65% |
$560K - $615K
|
21.2K
$1.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-37.9K- 79.76% |
$2.27M - $2.49M
|
9.61K
$629K
|
|