FGAM
SPMV

Financial Gravity Asset Management’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Financial Gravity Asset Management’s Portfolio SPMV Stock Details SPMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$4.48K – 1715
2023
Q2 		$4.48K Buy
+38
New +$1.43K 0.01% 501
2023
Q1 		– Sell
-36
Closed -$5.62K – 1597
2022
Q4 		$5.62K Buy
+36
New +$1.3K 0.03% 368

Other funds holding SPMV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Financial Gravity Asset Management's SPMV Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q3 2023, closing a stake of 38 shares — an estimated $4.48K sold.

Financial Gravity Asset Management first reported a position in SPMV in Q4 2022 and held it in 2 quarters. The position peaked at $5.62K in Q4 2022. 7 funds tracked by Wall St. Rank hold SPMV as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 38 Invesco S&P 500 Minimum Variance ETF shares in Q3 2023, an estimated $4.48K.
  • Financial Gravity Asset Management first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2022 and held it in 2 quarters.
  • Financial Gravity Asset Management's Invesco S&P 500 Minimum Variance ETF position peaked at $5.62K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.