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NFP Retirement Inc’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

NFP Retirement Inc’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
-4,225
Closed -$208K – 252
2022
Q4 		$208K Buy
+4,225
New +$208K 0.05% 223
2022
Q2 		– Sell
-75,675
Closed -$4.1M – 247
2022
Q1 		$4.1M Buy
+75,675
New +$4.02M 0.97% 27

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

NFP Retirement Inc's SPVM Position: Q1 2023 in Review

NFP Retirement Inc sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2023, closing a stake of 4,225 shares — an estimated $208K sold.

NFP Retirement Inc first reported a position in SPVM in Q1 2022 and held it in 2 quarters. The position peaked at $4.1M in Q1 2022. 17 funds tracked by Wall St. Rank hold SPVM as of Q1 2023.

  • NFP Retirement Inc reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 4,225 Invesco S&P 500 Value with Momentum ETF shares in Q1 2023, an estimated $208K.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2022 and held it in 2 quarters.
  • NFP Retirement Inc's Invesco S&P 500 Value with Momentum ETF position peaked at $4.1M 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 NFP Retirement Inc's 13F filing for Q1 2023, filed 13 Feb 2025.