IFG Advisory’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
13,186
+188
| +1% | +$11.2K | 0.04% | 387 |
|
|
2025
Q1 | $746K | Hold |
12,998
| – | – | 0.04% | 367 |
|
|
2024
Q4 | $748K | Sell |
12,998
-308
| -2% | -$17.7K | 0.04% | 337 |
|
|
2024
Q3 | $777K | Hold |
13,306
| – | – | 0.05% | 295 |
|
|
2024
Q2 | $721K | Hold |
13,306
| – | – | 0.05% | 343 |
|
|
2024
Q1 | $750K | Sell |
13,306
-50
| -0.4% | -$2.82K | 0.06% | 276 |
|
|
2023
Q4 | $677K | Buy |
13,356
+13
| +0.1% | +$659 | 0.05% | 313 |
|
|
2023
Q3 | $633K | Hold |
13,343
| – | – | 0.05% | 301 |
|
|
2023
Q2 | $641K | Hold |
13,343
| – | – | 0.06% | 255 |
|
|
2023
Q1 | $633K | Hold |
13,343
| – | – | 0.06% | 275 |
|
|
2022
Q4 | $658K | Hold |
13,343
| – | – | 0.07% | 270 |
|
|
2022
Q3 | $590K | Buy |
13,343
+1,858
| +16% | +$82.2K | 0.05% | 289 |
|
|
2022
Q2 | $531K | Buy |
+11,485
| New | +$531K | 0.06% | 280 |
|