BWG
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Beta Wealth Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Beta Wealth Group’s Portfolio SPVM Stock Details SPVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.6M Buy
177,779
+36,823
+26% +$2.2M 3.89% 5
2025
Q1 		$8.09M Buy
+140,956
New +$8.09M 2.9% 8