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Allworth Financial’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Allworth Financial’s Portfolio SPVM Stock Details SPVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-90
Closed -$3K – 1028
2018
Q4 		$3K Buy
+90
New +$3.34K ﹤0.01% 698

Other funds holding SPVM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial's SPVM Position: Q1 2019 in Review

Allworth Financial sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2019, closing a stake of 90 shares — an estimated $3K sold.

Allworth Financial first reported a position in SPVM in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 28 funds tracked by Wall St. Rank hold SPVM as of Q1 2019.

  • Allworth Financial reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Allworth Financial sold 90 Invesco S&P 500 Value with Momentum ETF shares in Q1 2019, an estimated $3K.
  • Allworth Financial first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Allworth Financial's Invesco S&P 500 Value with Momentum ETF position peaked at $3K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2019.

Based on Allworth Financial's 13F filing for Q1 2019, filed 7 May 2019.