BFEC
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Benjamin F. Edwards & Company’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-2,705
Closed -$146K – 1899
2022
Q1 		$146K Buy
+2,705
New +$144K 0.01% 766

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's SPVM Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2022, closing a stake of 2,705 shares — an estimated $146K sold.

Benjamin F. Edwards & Company first reported a position in SPVM in Q1 2022 and held it in 1 quarter. The position peaked at $146K in Q1 2022. 21 funds tracked by Wall St. Rank hold SPVM as of Q2 2022.

  • Benjamin F. Edwards & Company reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,705 Invesco S&P 500 Value with Momentum ETF shares in Q2 2022, an estimated $146K.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Invesco S&P 500 Value with Momentum ETF position peaked at $146K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.