Commonwealth Equity Services
SPVM icon

Commonwealth Equity Services’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Commonwealth Equity Services’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
2025
Q2 		– Sell
-3,996
Closed -$229K – 4347
2025
Q1 		$229K Sell
3,996
-5
-0.1% -$292 ﹤0.01% 3723
2024
Q4 		$230K Sell
4,001
-384
-9% -$23K ﹤0.01% 3645
2024
Q3 		$256K Sell
4,385
-1,616
-27% -$90.9K ﹤0.01% 3493
2024
Q2 		$325K Sell
6,001
-302
-5% -$16.5K ﹤0.01% 3228
2024
Q1 		$355K Sell
6,303
-135
-2% -$7.03K ﹤0.01% 3115
2023
Q4 		$327K Sell
6,438
-74
-1% -$3.56K ﹤0.01% 3108
2023
Q3 		$309K Buy
+6,512
New +$318K ﹤0.01% 3009
2022
Q3 		– Sell
-4,620
Closed -$213K – 3761
2022
Q2 		$213K Buy
4,620
+17
+0.4% +$868 ﹤0.01% 3142
2022
Q1 		$249K Buy
4,603
+11
+0.2% +$584 ﹤0.01% 3116
2021
Q4 		$236K Buy
4,592
+10
+0.2% +$508 ﹤0.01% 3165
2021
Q3 		$221K Sell
4,582
-70
-2% -$3.44K ﹤0.01% 3192
2021
Q2 		$227K Buy
4,652
+10
+0.2% +$488 ﹤0.01% 3156
2021
Q1 		$215K Buy
+4,642
New +$202K ﹤0.01% 3072
2020
Q1 		– Sell
-5,488
Closed -$236K – 2949
2019
Q4 		$236K Sell
5,488
-271
-5% -$11.3K ﹤0.01% 2499
2019
Q3 		$230K Sell
5,759
-1,313
-19% -$52.1K ﹤0.01% 2459
2019
Q2 		$283K Sell
7,072
-6,656
-48% -$261K ﹤0.01% 2241
2019
Q1 		$528K Sell
13,728
-2,049
-13% -$76.8K ﹤0.01% 1720
2018
Q4 		$539K Sell
15,777
-11,720
-43% -$434K ﹤0.01% 1591
2018
Q3 		$1.07M Sell
27,497
-5,189
-16% -$203K 0.01% 1263
2018
Q2 		$1.23M Sell
32,686
-12,870
-28% -$492K 0.01% 1173
2018
Q1 		$1.71M Buy
45,556
+3,331
+8% +$129K 0.01% 955
2017
Q4 		$1.64M Buy
42,225
+4,822
+13% +$184K 0.01% 951
2017
Q3 		$1.4M Buy
37,403
+8,469
+29% +$309K 0.01% 1005
2017
Q2 		$1.04M Buy
28,934
+7,876
+37% +$281K 0.01% 1113
2017
Q1 		$749K Buy
21,058
+15,187
+259% +$538K 0.01% 1268
2016
Q4 		$202K Buy
+5,871
New +$194K ﹤0.01% 2045
2014
Q2 		– Sell
-7,109
Closed -$206K – 2095
2014
Q1 		$206K Hold
7,109
– – ﹤0.01% 1739
2013
Q4 		$204K Buy
+7,109
New +$196K ﹤0.01% 1685

Other funds holding SPVM

BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services's SPVM Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2025, closing a stake of 3,996 shares — an estimated $229K sold.

Commonwealth Equity Services first reported a position in SPVM in Q4 2013 and held it in 28 quarters. The position peaked at $1.71M in Q1 2018. 20 funds tracked by Wall St. Rank hold SPVM as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,996 Invesco S&P 500 Value with Momentum ETF shares in Q2 2025, an estimated $229K.
  • Commonwealth Equity Services first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2013 and held it in 28 quarters.
  • Commonwealth Equity Services's Invesco S&P 500 Value with Momentum ETF position peaked at $1.71M in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.