INVESCO EXCHANGE TRADED FD T

Ticker: SPVM CUSIP: 46137V423 Class: S&P 500 VLU MOMN

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
RAYMOND JAMES FINANCIAL INC254,051$17,221
Beta Wealth Group, Inc.174,674$11,841
CAPSTONE WEALTH MANAGEMENT GROUP, LLC157,786$10,696
LPL Financial LLC139,258$9,440
BANK OF AMERICA CORP /DE/37,276$2,527
MORGAN STANLEY22,309$1,512
AMERIPRISE FINANCIAL INC19,242$1,305
IFG Advisory, LLC12,536$850
JONES FINANCIAL COMPANIES LLLP8,863$601
Cooper Financial Group8,171$554
PRIVATE TRUST CO NA4,620$313
NewEdge Advisors, LLC4,567$310
SUSQUEHANNA INTERNATIONAL GROUP, LLP3,580$243
MERCER GLOBAL ADVISORS INC /ADV3,100$210
OSAIC HOLDINGS, INC.1,575$107
Kestra Advisory Services, LLC1,103$75
Accent Capital Management, LLC1,000$68
ROYAL BANK OF CANADA790$54
SageView Advisory Group, LLC634$43
ABOUND FINANCIAL, LLC559$38
Larson Financial Group LLC548$37
Clearstead Advisors, LLC400$27
Sound Income Strategies, LLC209$15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC150$10
IFP Advisors, Inc62$4
Key Financial Inc59$4
Sunbelt Securities, Inc.12$1
WELLS FARGO & COMPANY/MN1$0
Total (28 institutions)857,135$58,103