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

Cetera Investment Advisers’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
2021
Q1 		– Sell
-8,696
Closed -$354K – 1698
2020
Q4 		$354K Buy
+8,696
New +$335K 0.01% 1147

Other funds holding SPVM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers's SPVM Position: Q1 2021 in Review

Cetera Investment Advisers sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2021, closing a stake of 8,696 shares — an estimated $354K sold.

Cetera Investment Advisers first reported a position in SPVM in Q4 2020 and held it in 1 quarter. The position peaked at $354K in Q4 2020. 13 funds tracked by Wall St. Rank hold SPVM as of Q1 2021.

  • Cetera Investment Advisers reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 8,696 Invesco S&P 500 Value with Momentum ETF shares in Q1 2021, an estimated $354K.
  • Cetera Investment Advisers first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Cetera Investment Advisers's Invesco S&P 500 Value with Momentum ETF position peaked at $354K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2021.

Based on Cetera Investment Advisers's 13F filing for Q1 2021, filed 17 May 2021.