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Disclosery

SPVM INVESCO EXCHANGE TRADED FD T

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S&P 500 VLU MOMN (fund)

38 managers (38 13F filers) reported a position in SPVM shares at 2026-06-30, 881,652 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
10
Added
16
Reduced
7
Sold out
3
Shares held by filers
881,652

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC193,280$14.4M<0.01%-2,83613F-HRTimeline
Beta Wealth Group, Inc.173,484$12.9M4.84%+1,36013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC167,795$12.5M4.41%+8,13713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,585$5.7M<0.01%+22,74713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,156$3.14M<0.01%+10,07013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,544$2.37M<0.01%+13,88413F-HRTimelineGroup
Perennial Investment Advisors, LLC28,634$2.13M0.14%+19,97213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,969$1.64M0.02%+1,35613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,843$1.48M<0.01%-5613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,508$1.45M<0.01%-98013F-HRTimelineGroup
IFG Advisory, LLC15,216$1.13M0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,177$1.05M0.05%+5,59213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,710$946K<0.01%+5,52813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,729$798K<0.01%+4,29813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,498$632K<0.01%+2,55613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,070$377K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,032$374K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA4,620$344K0.03%013F-HRTimeline
NewEdge Advisors, LLC4,567$340K<0.01%-8,37713F-HRTimeline
Nvest Financial, LLC4,171$310K0.1%new13F-HRTimeline
Cooper Financial Group4,167$310K0.03%-2,50313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,715$276K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,270$247K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,097$230K<0.01%-10913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC2,795$208K<0.01%new13F-HRTimeline
Accent Capital Management, LLC1,000$74.4K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…874$65K<0.01%-5,92213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA649$48K<0.01%+3613F-HRTimelineGroup
ABOUND FINANCIAL, LLC564$42K0.02%+213F-HRTimeline
IFP Advisors, Inc419$31.2K<0.01%+34313F-HRTimeline
Clearstead Advisors, LLC400$29.8K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.361$26.8K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC257$19.1K<0.01%+25013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205$15.2K<0.01%+20513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC200$14.9K<0.01%new13F-HRTimelineGroup
Key Financial Inc59$4.39K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…31$2.31K<0.01%new13F-HRTimeline
Larson Financial Group LLC1$58<0.01%013F-HRTimeline