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Invesco S&P 500 Value With M (SPVM)

CUSIP: 46137V423 | NYSE | 87 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Private Trust Co NA4,620
0.0% of portfolio›$334.9K
Cooper Financial Group3,984
0.0% of portfolio›$288.7K
Wealth Enhancement Advisory Services, LLC2,934
0.0% of portfolio›$218.3K
IFP Advisors, Inc697
0.0% of portfolio›$50.5K
Cape Investment Advisory, Inc.362
0.0% of portfolio›$26.3K
Root Financial Partners, LLC283
0.0% of portfolio›$20.5K
Assetmark, Inc200
0.0% of portfolio›$14.5K
Key FInancial Inc59
0.0% of portfolio›$4.3K
StyleTurnoverLocationFiled
Private Trust Co NA
4,620$334.9K0.0%CoreLowCleveland, OH2026-10-20
Cooper Financial Group
3,984$288.7K0.0%GrowthMediumIrvine, CA2026-10-07
Wealth Enhancement Advisory Services, LLC
2,934$218.3K0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
697$50.5K0.0%GrowthLowTampa, FL2026-10-16
Cape Investment Advisory, Inc.
362$26.3K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
283$20.5K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
200$14.5K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
59$4.3K0.0%ETFLowWest Chester, PA2026-11-02