UBS Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-28
| Closed | -$1.67K | – | 10887 |
|
|
2025
Q2 | $1.67K | Buy |
+28
| New | +$1.59K | ﹤0.01% | 9581 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$58 | – | 10698 |
|
|
2024
Q4 | $58 | Sell |
1
-8
| -89% | -$479 | ﹤0.01% | 9693 |
|
|
2024
Q3 | $526 | Sell |
9
-511
| -98% | -$28.7K | ﹤0.01% | 8910 |
|
|
2024
Q2 | $28.2K | Buy |
520
+300
| +136% | +$16.3K | ﹤0.01% | 7100 |
|
|
2024
Q1 | $12.4K | Buy |
220
+155
| +238% | +$8.07K | ﹤0.01% | 7140 |
|
|
2023
Q4 | $3.3K | Sell |
65
-441
| -87% | -$21.2K | ﹤0.01% | 7992 |
|
|
2023
Q3 | $24K | Sell |
506
-1,611
| -76% | -$78.6K | ﹤0.01% | 6706 |
|
|
2023
Q2 | $102K | Buy |
2,117
+2,114
| +70,467% | +$99.2K | ﹤0.01% | 6000 |
|
|
2023
Q1 | $142 | Sell |
3
-1,286
| -100% | -$63.2K | ﹤0.01% | 9187 |
|
|
2022
Q4 | $63.6K | Sell |
1,289
-3,635
| -74% | -$179K | ﹤0.01% | 6537 |
|
|
2022
Q3 | $218K | Buy |
+4,924
| New | +$237K | ﹤0.01% | 5016 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$2K | – | 10902 |
|
|
2022
Q1 | $2K | Sell |
40
-4,312
| -99% | -$229K | ﹤0.01% | 9670 |
|
|
2021
Q4 | $225K | Sell |
4,352
-581
| -12% | -$29.5K | ﹤0.01% | 5583 |
|
|
2021
Q3 | $238K | Buy |
4,933
+1,726
| +54% | +$84.7K | ﹤0.01% | 5191 |
|
|
2021
Q2 | $157K | Buy |
+3,207
| New | +$156K | ﹤0.01% | 5532 |
|
|
2020
Q4 | – | Sell |
-2,551
| Closed | -$89K | – | 8729 |
|
|
2020
Q3 | $89K | Sell |
2,551
-128
| -5% | -$4.46K | ﹤0.01% | 5259 |
|
|
2020
Q2 | $89K | Buy |
2,679
+651
| +32% | +$20.5K | ﹤0.01% | 5394 |
|
|
2020
Q1 | $57K | Buy |
2,028
+1,933
| +2,035% | +$74.2K | ﹤0.01% | 5729 |
|
|
2019
Q4 | $4K | Sell |
95
-2,729
| -97% | -$113K | ﹤0.01% | 7680 |
|
|
2019
Q3 | $113K | Buy |
2,824
+1,764
| +166% | +$70K | ﹤0.01% | 5699 |
|
|
2019
Q2 | $42K | Buy |
1,060
+730
| +221% | +$28.7K | ﹤0.01% | 6071 |
|
|
2019
Q1 | $13K | Sell |
330
-188,798
| -100% | -$7.07M | ﹤0.01% | 6643 |
|
|
2018
Q4 | $6.47M | Sell |
189,128
-24,543
| -11% | -$910K | ﹤0.01% | 1934 |
|
|
2018
Q3 | $8.33M | Buy |
213,671
+5,024
| +2% | +$196K | ﹤0.01% | 1925 |
|
|
2018
Q2 | $7.87M | Buy |
208,647
+8,585
| +4% | +$328K | ﹤0.01% | 1943 |
|
|
2018
Q1 | $7.53M | Buy |
200,062
+47,344
| +31% | +$1.84M | ﹤0.01% | 1935 |
|
|
2017
Q4 | $5.92M | Buy |
152,718
+2,766
| +2% | +$105K | ﹤0.01% | 2183 |
|
|
2017
Q3 | $5.59M | Buy |
149,952
+88,090
| +142% | +$3.21M | ﹤0.01% | 2099 |
|
|
2017
Q2 | $2.23M | Buy |
+61,862
| New | +$2.2M | ﹤0.01% | 2923 |
|
Other funds holding SPVM
BWG
CWMGP
IA
CFG
UBS Group's SPVM Position: Q3 2025 in Review
UBS Group sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q3 2025, closing a stake of 28 shares — an estimated $1.67K sold.
UBS Group first reported a position in SPVM in Q2 2017 and held it in 29 quarters. The position peaked at $8.33M in Q3 2018. 22 funds tracked by Wall St. Rank hold SPVM as of Q3 2025.
- UBS Group reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q3 2025 after selling out during the quarter.
- UBS Group sold 28 Invesco S&P 500 Value with Momentum ETF shares in Q3 2025, an estimated $1.67K.
- UBS Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2017 and held it in 29 quarters.
- UBS Group's Invesco S&P 500 Value with Momentum ETF position peaked at $8.33M in Q3 2018.
- 22 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2025.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.