Cooper Financial Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Sell |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.84M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $2.92M | Sell |
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|
2024
Q1 | $3.16M | Sell |
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|
2023
Q4 | $3.68M | Buy |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.5M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.16M | Buy |
|