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Stone House Investment Management’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Stone House Investment Management’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
2019
Q2 		– Sell
-4,118
Closed -$158K – 176
2019
Q1 		$158K Buy
+4,118
New +$154K 0.08% 51

Other funds holding SPVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stone House Investment Management's SPVM Position: Q2 2019 in Review

Stone House Investment Management sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2019, closing a stake of 4,118 shares — an estimated $158K sold.

Stone House Investment Management first reported a position in SPVM in Q1 2019 and held it in 1 quarter. The position peaked at $158K in Q1 2019. 23 funds tracked by Wall St. Rank hold SPVM as of Q2 2019.

  • Stone House Investment Management reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 4,118 Invesco S&P 500 Value with Momentum ETF shares in Q2 2019, an estimated $158K.
  • Stone House Investment Management first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's Invesco S&P 500 Value with Momentum ETF position peaked at $158K in Q1 2019.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.