American Portfolios Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$68.6K	Sell	1,550 -200	-11%	-$9.63K	﹤0.01%	1540
2022 Q2	$80.9K	Hold	1,750	–	–	﹤0.01%	1512
2022 Q1	$94.7K	Buy	+1,750	New	+$92.9K	﹤0.01%	1542
2020 Q1	–	Sell	-1,500	Closed	-$64.7K	–	2903
2019 Q4	$64.7K	Hold	1,500	–	–	﹤0.01%	1251
2019 Q3	$60.1K	Hold	1,500	–	–	﹤0.01%	1204
2019 Q2	$60.1K	Buy	+1,500	New	+$58.9K	0.01%	1189

Other funds holding SPVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

American Portfolios Advisors's SPVM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 11% in Q3 2022, selling an estimated $9.63K and leaving 1,550 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

American Portfolios Advisors first reported a position in SPVM in Q2 2019 and has held it in 6 quarters since. The position peaked at $94.7K in Q1 2022. 20 funds tracked by Wall St. Rank hold SPVM as of Q3 2022.

American Portfolios Advisors held 1,550 shares of Invesco S&P 500 Value with Momentum ETF worth $68.6K as of Q3 2022.
American Portfolios Advisors sold 200 Invesco S&P 500 Value with Momentum ETF shares in Q3 2022, an estimated $9.63K.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1540 holding.
American Portfolios Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2019 and has held it in 6 quarters since.
American Portfolios Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $94.7K in Q1 2022.
20 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.