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Calton & Associates’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-79
Closed -$3K – 1149
2017
Q4 		$3K Buy
+79
New +$3.01K ﹤0.01% 1354

Other funds holding SPVM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Calton & Associates's SPVM Position: Q1 2018 in Review

Calton & Associates sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2018, closing a stake of 79 shares — an estimated $3K sold.

Calton & Associates first reported a position in SPVM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 19 funds tracked by Wall St. Rank hold SPVM as of Q1 2018.

  • Calton & Associates reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 79 Invesco S&P 500 Value with Momentum ETF shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco S&P 500 Value with Momentum ETF position peaked at $3K in Q4 2017.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.