Cooper Financial Group
SPVM icon

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
Q3 		$289K Sell
3,984
-183
-4% -$14K 0.02% 357
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

Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cooper Financial Group's SPVM Position: Q3 2026 in Review

Cooper Financial Group reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 4.4% in Q3 2026, selling an estimated $14K and leaving 3,984 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #357.

Cooper Financial Group first reported a position in SPVM in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.68M in Q4 2023. 7 funds tracked by Wall St. Rank hold SPVM as of Q3 2026.

  • Cooper Financial Group held 3,984 shares of Invesco S&P 500 Value with Momentum ETF worth $289K as of Q3 2026.
  • Cooper Financial Group sold 183 Invesco S&P 500 Value with Momentum ETF shares in Q3 2026, an estimated $14K.
  • Invesco S&P 500 Value with Momentum ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #357 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 18 quarters since.
  • Cooper Financial Group's Invesco S&P 500 Value with Momentum ETF position peaked at $3.68M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.