IFG Advisory, LLC SPVM — INVESCO S&P

Ownership history in IFG Advisory, LLC  ·  16 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported INVESCO S&P (SPVM) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows SPVM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in INVESCO S&P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPVM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPVM stock page IFG Advisory, LLC fund profile IFG Advisory, LLC full holdings
How IFG Advisory, LLC held SPVM — position size vs. price
% of Fund (quarterly)    SPVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 15,216 +2,680 +21.4% 0.04% $1.1M 2026-08-14 $78.61
2025 Q4 UNCHANGED — — — 12,536 — 0% 0.04% $850K 2026-02-10 $71.44
2025 Q3 REDUCED — — — 12,536 -650 -4.9% 0.04% $824K 2025-11-12 $65.37
2025 Q2 ADDED — — — 13,186 +188 +1.4% 0.04% $788K 2025-08-04 $59.99
2025 Q1 UNCHANGED — — — 12,998 — 0% 0.04% $746K 2025-05-08 $55.48
2024 Q4 REDUCED — — — 12,998 -308 -2.3% 0.04% $748K 2025-02-14 $57.58
2024 Q3 UNCHANGED — — — 13,306 — 0% 0.05% $777K 2024-10-30 $56.48
2024 Q2 UNCHANGED — — — 13,306 — 0% 0.05% $721K 2024-07-30 $55.16
2024 Q1 REDUCED — — — 13,306 -50 -0.4% 0.06% $750K 2024-05-06 $51.65
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPVM

As of 2026 Q2 — sorted by position size

Beta Wealth Group, Inc. 3Y 7Y 4.84% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 4.4% Perennial Investment Advisors, LLC 3Y 0.14% Nvest Financial, LLC 3Y 0.1% THOROUGHBRED FINANCIAL SERVICES, LLC 3Y 7Y 0.05% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.04% Accent Capital Management, LLC 0.03% PRIVATE TRUST CO NA 3Y 7Y 0.03% Cooper Financial Group 3Y 7Y 0.03% HARBOUR INVESTMENTS, INC. 3Y 0.02%

FAQ About IFG Advisory, LLC and SPVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning SPVM?

IFG Advisory, LLC reported SPVM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPVM position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for SPVM was 0.06% in 2024 Q1.

What is the latest reported SPVM position on this page?

The most recent filing on this page is 2026 Q2, when IFG Advisory, LLC reported 15,216 shares, equal to 0.04% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SPVM ownership page compare?

The chart compares IFG Advisory, LLC's quarterly SPVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFG Advisory, LLC time their SPVM position?

Based on 13F filing dates vs. subsequent SPVM price moves, IFG Advisory, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SPVM relative to SPY over the holding period was +129.3%.

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