Bank of Montreal
SPVM icon

Bank of Montreal’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-2,117
Closed -$119K – 4217
2024
Q1 		$119K Buy
+2,117
New +$110K ﹤0.01% 3245

Other funds holding SPVM

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of Montreal's SPVM Position: Q2 2024 in Review

Bank of Montreal sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2024, closing a stake of 2,117 shares — an estimated $119K sold.

Bank of Montreal first reported a position in SPVM in Q1 2024 and held it in 1 quarter. The position peaked at $119K in Q1 2024. 18 funds tracked by Wall St. Rank hold SPVM as of Q2 2024.

  • Bank of Montreal reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,117 Invesco S&P 500 Value with Momentum ETF shares in Q2 2024, an estimated $119K.
  • Bank of Montreal first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's Invesco S&P 500 Value with Momentum ETF position peaked at $119K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.