Invesco S&P 500 Enhanced VAL (SPVU)

CUSIP: 46138E396 | NYSE | 116 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Armbruster Capital Management, Inc.151,578

1.5% of portfolio$9.8M

Lmcg Investments, LLC39,303

0.1% of portfolio$2.5M

MassMutual Private Wealth & Trust, FSB19,889

0.0% of portfolio$1.3M

IFP Advisors, Inc19,431

0.0% of portfolio$1.3M

Paragon Capital Management Ltd11,834

0.1% of portfolio$764.4K

Farther Finance Advisors, LLC10,882

0.0% of portfolio$702.9K

Concurrent Investment Advisors, LLC9,281

0.0% of portfolio$599.5K

Truist Financial Corp5,831

0.0% of portfolio$376.7K

Professional Financial Advisors, LLC5,461

0.1% of portfolio$352.7K

Delta Wealth Advisors LLC4,781

0.2% of portfolio$308.8K

Sowell Financial Services LLC4,387

0.0% of portfolio$283.4K

Commonwealth Equity Services, LLC4,060

0.0% of portfolio$262.3K

Creative Financial Designs Inc1,671

0.0% of portfolio$107.9K

Capital Investment Advisory Services, LLC481

0.0% of portfolio$31.1K

Woodard & Co Asset Management Group Inc368

0.0% of portfolio$23.8K

Vision Financial Markets LLC211

0.0% of portfolio$13.8K

Private Trust Co NA197

0.0% of portfolio$12.7K

Assetmark, Inc72

0.0% of portfolio$4.7K

				Style	Turnover	Location	Filed
Armbruster Capital Management, Inc.	151,578	$9.8M	1.5%	ETF	Very Low	Pittsford, NY	2026-10-19
Lmcg Investments, LLC	39,303	$2.5M	0.1%	Core	Low	Boston, MA	2026-10-21
MassMutual Private Wealth & Trust, FSB	19,889	$1.3M	0.0%	Core	Low	Springfield, MA	2026-10-05
IFP Advisors, Inc	19,431	$1.3M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Paragon Capital Management Ltd	11,834	$764.4K	0.1%	Core	Very Low	Denver, CO	2026-10-09
Farther Finance Advisors, LLC	10,882	$702.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Concurrent Investment Advisors, LLC	9,281	$599.5K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Truist Financial Corp	5,831	$376.7K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Professional Financial Advisors, LLC	5,461	$352.7K	0.1%	ETF	Medium	North Platte, NE	2026-10-13
Delta Wealth Advisors LLC	4,781	$308.8K	0.2%	ETF	Medium	Indianapolis, IN	2026-10-09
Sowell Financial Services LLC	4,387	$283.4K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Commonwealth Equity Services, LLC	4,060	$262.3K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Creative Financial Designs Inc	1,671	$107.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Capital Investment Advisory Services, LLC	481	$31.1K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Woodard & Co Asset Management Group Inc	368	$23.8K	0.0%	ETF	Medium	Bermuda Run, NC	2026-11-03
Vision Financial Markets LLC	211	$13.8K	0.0%	Core	Low	Stamford, CT	2026-10-22
Private Trust Co NA	197	$12.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Assetmark, Inc	72	$4.7K	0.0%	ETF	Low	Concord, CA	2026-10-21