Jones Financial Companies’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 | $196K | Buy |
3,310
+1,535
| +86% | +$90.9K | ﹤0.01% | 1671 |
|
|
2025
Q1 | $101K | Buy |
1,775
+1,028
| +138% | +$58.3K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $43K | Sell |
747
-52
| -7% | -$2.99K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $46.6K | Buy |
799
+99
| +14% | +$5.78K | ﹤0.01% | 1668 |
|
|
2024
Q2 | $37.9K | Hold |
700
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q1 | $39.5K | Buy |
+700
| New | +$39.5K | ﹤0.01% | 774 |
|
|
2018
Q1 | – | Sell |
-7,597
| Closed | -$294K | – | 222 |
|
|
2017
Q4 | $294K | Buy |
+7,597
| New | +$294K | ﹤0.01% | 201 |
|