Ownership history in Cooper Financial Group · 15 quarters on record
This page tracks every 13F SEC filing in which Cooper Financial Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 8,171 | -1,442 | -15.0% | 0.06% | $554K | $67.79 |
| 2025 Q3 | REDUCED | 9,613 | -37,887 | -79.8% | 0.07% | $632K | $65.45 |
| 2025 Q2 | REDUCED | 47,500 | -460 | -1.0% | 0.33% | $2.8M | $59.09 |
| 2025 Q1 | REDUCED | 47,960 | -1,467 | -3.0% | 0.36% | $2.8M | $56.45 |
| 2024 Q4 | REDUCED | 49,427 | -3,724 | -7.0% | 0.34% | $2.8M | $56.27 |
| 2024 Q3 | REDUCED | 53,151 | -669 | -1.2% | 0.40% | $3.1M | $56.82 |
| 2024 Q2 | REDUCED | 53,820 | -2,203 | -3.9% | 0.43% | $2.9M | $52.44 |
| 2024 Q1 | REDUCED | 56,023 | -16,482 | -22.7% | 0.52% | $3.2M | $54.37 |
| 2023 Q4 | ADDED | 72,505 | +2,976 | +4.3% | 0.67% | $3.7M | $48.65 |
| 2023 Q3 | REDUCED | 69,529 | -3,395 | -4.7% | 0.79% | $3.3M | $45.23 |
As of 2025 Q4 — sorted by position size