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United Capital Financial Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

United Capital Financial Advisors’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
2017
Q2 		– Sell
-78,624
Closed -$2.79M – 1305
2017
Q1 		$2.79M Buy
+78,624
New +$2.78M 0.03% 483

Other funds holding SPVM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's SPVM Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2017, closing a stake of 78,624 shares — an estimated $2.79M sold.

United Capital Financial Advisors first reported a position in SPVM in Q1 2017 and held it in 1 quarter. The position peaked at $2.79M in Q1 2017. 17 funds tracked by Wall St. Rank hold SPVM as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 78,624 Invesco S&P 500 Value with Momentum ETF shares in Q2 2017, an estimated $2.79M.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $2.79M in Q1 2017.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.