Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q3	–	Sell	-270	Closed	-$14K	–	1315
2024 Q2	$14K	Hold	270	–	–	﹤0.01%	753
2024 Q1	$15.3K	Buy	270 +1	+0.4%	+$52	﹤0.01%	723
2023 Q4	$13K	Buy	269 +2	+0.7%	+$96	﹤0.01%	713
2023 Q3	$12.7K	Buy	+267	New	+$13K	﹤0.01%	732
2023 Q1	$13K	Buy	+265	New	+$13K	0.01%	742
2022 Q4	–	Sell	-260	Closed	-$11K	–	1029
2022 Q3	$11K	Buy	+260	New	+$12.5K	﹤0.01%	716

Other funds holding SPVM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPVM Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2024, closing a stake of 270 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPVM in Q3 2022 and held it in 6 quarters. The position peaked at $15.3K in Q1 2024. 18 funds tracked by Wall St. Rank hold SPVM as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 270 Invesco S&P 500 Value with Momentum ETF shares in Q3 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Value with Momentum ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Value with Momentum ETF position peaked at $15.3K in Q1 2024.
18 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.