WWM
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Western Wealth Management’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Western Wealth 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
2022
Q2 		– Sell
-48,181
Closed -$2.61M – 848
2022
Q1 		$2.61M Buy
+48,181
New +$2.56M 0.13% 162

Other funds holding SPVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Western Wealth Management's SPVM Position: Q2 2022 in Review

Western Wealth Management sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2022, closing a stake of 48,181 shares — an estimated $2.61M sold.

Western Wealth Management first reported a position in SPVM in Q1 2022 and held it in 1 quarter. The position peaked at $2.61M in Q1 2022. 21 funds tracked by Wall St. Rank hold SPVM as of Q2 2022.

  • Western Wealth Management reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 48,181 Invesco S&P 500 Value with Momentum ETF shares in Q2 2022, an estimated $2.61M.
  • Western Wealth Management first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Western Wealth Management's Invesco S&P 500 Value with Momentum ETF position peaked at $2.61M in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.