Cambridge Investment Research Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Cambridge Investment Research 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
2023 Q1	–	Sell	-17,415	Closed	-$859K	–	3246
2022 Q4	$859K	Buy	17,415 +7,960	+84%	+$393K	﹤0.01%	1612
2022 Q3	$419K	Sell	9,455 -25,950	-73%	-$1.25M	﹤0.01%	2077
2022 Q2	$1.64M	Buy	35,405 +4,493	+15%	+$229K	0.01%	1148
2022 Q1	$1.67M	Buy	30,912 +20,111	+186%	+$1.07M	0.01%	1247
2021 Q4	$557K	Sell	10,801 -57	-0.5%	-$2.89K	﹤0.01%	2022
2021 Q3	$524K	Buy	10,858 +6,324	+139%	+$310K	﹤0.01%	2014
2021 Q2	$221K	Buy	4,534 +16	+0.4%	+$781	﹤0.01%	2736
2021 Q1	$210K	Buy	+4,518	New	+$197K	﹤0.01%	2577
2019 Q2	–	Sell	-8,222	Closed	-$316K	–	2340
2019 Q1	$316K	Buy	8,222 +827	+11%	+$31K	﹤0.01%	1773
2018 Q4	$253K	Sell	7,395 -2,294	-24%	-$85K	﹤0.01%	1773
2018 Q3	$378K	Buy	9,689 +33	+0.3%	+$1.29K	﹤0.01%	1632
2018 Q2	$364K	Buy	9,656 +2,341	+32%	+$89.4K	﹤0.01%	1600
2018 Q1	$275K	Buy	+7,315	New	+$284K	﹤0.01%	1739

Other funds holding SPVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CFG

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

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

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

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

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

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

Cambridge Investment Research Advisors's SPVM Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2023, closing a stake of 17,415 shares — an estimated $859K sold.

Cambridge Investment Research Advisors first reported a position in SPVM in Q1 2018 and held it in 13 quarters. The position peaked at $1.67M in Q1 2022. 17 funds tracked by Wall St. Rank hold SPVM as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 17,415 Invesco S&P 500 Value with Momentum ETF shares in Q1 2023, an estimated $859K.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2018 and held it in 13 quarters.
Cambridge Investment Research Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $1.67M in Q1 2022.
17 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.