SPVM — INVESCO S&P

Ownership history in IFG Advisory, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in INVESCO S&P (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
0.07% (2022 Q4)
Avg. % of fund
0.05%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,536 — 0% 0.04% $850K $67.79
2025 Q3 REDUCED 12,536 -650 -4.9% 0.04% $824K $65.45
2025 Q2 ADDED 13,186 +188 +1.4% 0.04% $788K $59.09
2025 Q1 UNCHANGED 12,998 — 0% 0.04% $746K $56.45
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPVM price (monthly, adj. close)

Other funds also holding SPVM

As of 2025 Q4 — sorted by position size

Beta Wealth Group, Inc. 3Y 7Y 4.76% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 4.48% Cooper Financial Group 3Y 7Y 0.06% 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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