SPVM — INVESCO EXCHANGE TRADED FD T

Ownership history in Beta Wealth Group, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (SPVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.76% (2025 Q4)
Avg. % of fund
4.04%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 174,674 -3,285 -1.8% 4.76% $11.8M $67.79
2025 Q3 ADDED 177,959 +180 +0.1% 4.62% $11.7M $65.45
2025 Q2 ADDED 177,779 +36,823 +26.1% 3.89% $10.6M $59.09
2025 Q1 INITIATED 140,956 — — 2.90% $8.1M $56.45
% of Fund (quarterly)    SPVM price (monthly, adj. close)

Other funds also holding SPVM

As of 2025 Q4 — sorted by position size

CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 4.48% Cooper Financial Group 3Y 7Y 0.06% IFG Advisory, LLC 3Y 7Y 0.04% Accent Capital Management, LLC 0.03% LPL Financial LLC 3Y 7Y 0.0% SageView Advisory Group, LLC 3Y 0.0% Larson Financial Group LLC 3Y 7Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0% Key FInancial Inc 3Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0%
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