Cetera Advisor Networks’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Cetera Advisor Networks’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
2020 Q3	–	Sell	-550	Closed	-$18K	–	2785
2020 Q2	$18K	Buy	+550	New	+$17.4K	﹤0.01%	2460
2020 Q1	–	Sell	-7,913	Closed	-$341K	–	1257
2019 Q4	$341K	Buy	7,913 +4	+0.1%	+$166	0.01%	897
2019 Q3	$318K	Buy	7,909 +303	+4%	+$12K	0.01%	892
2019 Q2	$304K	Buy	7,606 +5	+0.1%	+$196	0.01%	906
2019 Q1	$293K	Buy	7,601 +1,356	+22%	+$50.8K	0.01%	886
2018 Q4	$214K	Buy	+6,245	New	+$231K	0.01%	911

Other funds holding SPVM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cetera Advisor Networks's SPVM Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2020, closing a stake of 550 shares — an estimated $18K sold.

Cetera Advisor Networks first reported a position in SPVM in Q4 2018 and held it in 6 quarters. The position peaked at $341K in Q4 2019. 14 funds tracked by Wall St. Rank hold SPVM as of Q3 2020.

Cetera Advisor Networks reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 550 Invesco S&P 500 Value with Momentum ETF shares in Q3 2020, an estimated $18K.
Cetera Advisor Networks first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2018 and held it in 6 quarters.
Cetera Advisor Networks's Invesco S&P 500 Value with Momentum ETF position peaked at $341K in Q4 2019.
14 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.