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Money Concepts Capital’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-108
Closed -$5.33K – 2563
2022
Q4 		$5.33K Buy
+108
New +$5.33K ﹤0.01% 2316
2022
Q2 		– Sell
-203
Closed -$11K – 2483
2022
Q1 		$11K Buy
+203
New +$10.8K ﹤0.01% 1904

Other funds holding SPVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Money Concepts Capital's SPVM Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2023, closing a stake of 108 shares — an estimated $5.33K sold.

Money Concepts Capital first reported a position in SPVM in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 17 funds tracked by Wall St. Rank hold SPVM as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 108 Invesco S&P 500 Value with Momentum ETF shares in Q1 2023, an estimated $5.33K.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P 500 Value with Momentum ETF position peaked at $11K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.