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Strategic Wealth Partners’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-818
Closed -$31K – 695
2018
Q2 		$31K Buy
+818
New +$31.3K 0.02% 312

Other funds holding SPVM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Strategic Wealth Partners's SPVM Position: Q3 2018 in Review

Strategic Wealth Partners sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2018, closing a stake of 818 shares — an estimated $31K sold.

Strategic Wealth Partners first reported a position in SPVM in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 23 funds tracked by Wall St. Rank hold SPVM as of Q3 2018.

  • Strategic Wealth Partners reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 818 Invesco S&P 500 Value with Momentum ETF shares in Q3 2018, an estimated $31K.
  • Strategic Wealth Partners first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's Invesco S&P 500 Value with Momentum ETF position peaked at $31K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.