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

WFG 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	$20K	Hold	545	–	–	﹤0.01%	965
2017 Q1	$19K	Buy	+545	New	+$19.3K	0.01%	903

Other funds holding SPVM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's SPVM Position: Q2 2017 in Review

WFG Advisors held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q2 2017 at 545 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

WFG Advisors first reported a position in SPVM in Q1 2017 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold SPVM as of Q2 2017.

WFG Advisors held 545 shares of Invesco S&P 500 Value with Momentum ETF worth $20K as of Q2 2017.
WFG Advisors left its Invesco S&P 500 Value with Momentum ETF share count unchanged in Q2 2017.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #965 holding.
WFG Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2017 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.