Private Trust Company’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
$276K Buy
4,620
+2,220
+93% +$133K 0.03% 603
2025
Q1
$138K Buy
+2,400
New +$138K 0.01% 831