Cooper Financial Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Cooper Financial Group’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
2026 Q2	$310K	Sell	4,167 -2,503	-38%	-$180K	0.03%	333
2026 Q1	$460K	Sell	6,670 -1,501	-18%	-$105K	0.05%	262
2025 Q4	$554K	Sell	8,171 -1,442	-15%	-$95.1K	0.06%	229
2025 Q3	$632K	Sell	9,613 -37,887	-80%	-$2.38M	0.07%	201
2025 Q2	$2.84M	Sell	47,500 -460	-1%	-$26.1K	0.33%	52
2025 Q1	$2.75M	Sell	47,960 -1,467	-3%	-$85.6K	0.36%	55
2024 Q4	$2.84M	Sell	49,427 -3,724	-7%	-$223K	0.34%	55
2024 Q3	$3.1M	Sell	53,151 -669	-1%	-$37.6K	0.4%	46
2024 Q2	$2.92M	Sell	53,820 -2,203	-4%	-$120K	0.43%	39
2024 Q1	$3.16M	Sell	56,023 -16,482	-23%	-$858K	0.52%	31
2023 Q4	$3.68M	Buy	72,505 +2,976	+4%	+$143K	0.67%	26
2023 Q3	$3.3M	Sell	69,529 -3,395	-5%	-$166K	0.79%	25
2023 Q2	$3.5M	Buy	72,924 +19,778	+37%	+$928K	0.87%	21
2023 Q1	$2.52M	Buy	53,146 +7,912	+17%	+$389K	0.68%	27
2022 Q4	$2.23M	Buy	45,234 +14,120	+45%	+$696K	0.68%	30
2022 Q3	$1.38M	Buy	31,114 +6,093	+24%	+$293K	0.5%	50
2022 Q2	$1.16M	Buy	+25,021	New	+$1.28M	0.42%	60

Other funds holding SPVM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cooper Financial Group's SPVM Position: Q2 2026 in Review

Cooper Financial Group reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 38% in Q2 2026, selling an estimated $180K and leaving 4,167 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #333.

Cooper Financial Group first reported a position in SPVM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.68M in Q4 2023. 4 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Cooper Financial Group held 4,167 shares of Invesco S&P 500 Value with Momentum ETF worth $310K as of Q2 2026.
Cooper Financial Group sold 2,503 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $180K.
Invesco S&P 500 Value with Momentum ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #333 holding.
Cooper Financial Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2022 and has held it in 17 quarters since.
Cooper Financial Group's Invesco S&P 500 Value with Momentum ETF position peaked at $3.68M in Q4 2023.
4 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.