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Private Advisor Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-205
Closed -$7K – 3166
2020
Q2 		$7K Buy
+205
New +$6.47K ﹤0.01% 3098

Other funds holding SPVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Private Advisor Group's SPVM Position: Q3 2020 in Review

Private Advisor Group sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2020, closing a stake of 205 shares — an estimated $7K sold.

Private Advisor Group first reported a position in SPVM in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 14 funds tracked by Wall St. Rank hold SPVM as of Q3 2020.

  • Private Advisor Group reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 205 Invesco S&P 500 Value with Momentum ETF shares in Q3 2020, an estimated $7K.
  • Private Advisor Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Invesco S&P 500 Value with Momentum ETF position peaked at $7K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.