MFG
SPMV

Merit Financial Group’s Invesco S&P 500 Minimum Variance ETF SPMV Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-5,741
Closed -$209K – 719
2022
Q4 		$209K Buy
+5,741
New +$207K 0.01% 615

Other funds holding SPMV

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Merit Financial Group's SPMV Position: Q1 2023 in Review

Merit Financial Group sold out of Invesco S&P 500 Minimum Variance ETF (SPMV) in Q1 2023, closing a stake of 5,741 shares — an estimated $209K sold.

Merit Financial Group first reported a position in SPMV in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 9 funds tracked by Wall St. Rank hold SPMV as of Q1 2023.

  • Merit Financial Group reported no remaining Invesco S&P 500 Minimum Variance ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 5,741 Invesco S&P 500 Minimum Variance ETF shares in Q1 2023, an estimated $209K.
  • Merit Financial Group first reported a position in Invesco S&P 500 Minimum Variance ETF in Q4 2022 and held it in 1 quarter.
  • Merit Financial Group's Invesco S&P 500 Minimum Variance ETF position peaked at $209K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Invesco S&P 500 Minimum Variance ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.