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SPVM INVESCO EXCHANGE TRADED FD T

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S&P 500 VLU MOMN (fund)

28 managers (28 13F filers) reported a position in SPVM shares at 2025-12-31, 857,135 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
8
Added
9
Reduced
5
Sold out
2
Shares held by filers
857,135

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,051$17.2M0.01%+234,48013F-HRTimelineGroup
Beta Wealth Group, Inc.174,674$11.8M4.76%-3,28513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC157,786$10.7M4.48%+5,56813F-HRTimeline
LPL Financial LLC139,258$9.44M<0.01%+23,35313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,276$2.53M<0.01%+11413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,309$1.51M<0.01%+1,15513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,242$1.3M<0.01%+86813F-HRTimelineGroup
IFG Advisory, LLC12,536$850K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,863$601K<0.01%+3,51913F-HRTimelineGroup
Cooper Financial Group8,171$554K0.06%-1,44213F-HRTimeline
PRIVATE TRUST CO NA4,620$313K0.03%013F-HRTimeline
NewEdge Advisors, LLC4,567$310K<0.01%-30613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,580$243K<0.01%-1,00013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,100$210K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,575$107K<0.01%+213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,103$74.8K<0.01%new13F-HRTimelineGroup
Accent Capital Management, LLC1,000$67.8K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA790$54K<0.01%+8313F-HRTimelineGroup
SageView Advisory Group, LLC634$42.9K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC559$37.9K0.01%new13F-HR/ATimeline
Larson Financial Group LLC548$37.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC400$27.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC209$14.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…150$10.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc62$4.2K<0.01%new13F-HRTimeline
Key Financial Inc59$4K<0.01%-8413F-HRTimeline
Sunbelt Securities, Inc.12$813<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$46<0.01%013F-HRTimelineGroup