Ownership history in LPL Financial LLC · 28 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC 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 | ADDED | 139,258 | +23,353 | +20.1% | 0.00% | $9.4M | $67.79 |
| 2025 Q3 | ADDED | 115,905 | +6,180 | +5.6% | 0.00% | $7.6M | $65.45 |
| 2025 Q2 | ADDED | 109,725 | +28,143 | +34.5% | 0.00% | $6.6M | $59.09 |
| 2025 Q1 | ADDED | 81,582 | +8,067 | +11.0% | 0.00% | $4.7M | $56.45 |
| 2024 Q4 | ADDED | 73,515 | +2,935 | +4.2% | 0.00% | $4.2M | $56.27 |
| 2024 Q3 | ADDED | 70,580 | +31,879 | +82.4% | 0.00% | $4.1M | $56.82 |
| 2024 Q2 | REDUCED | 38,701 | -3,501 | -8.3% | 0.00% | $2.1M | $52.44 |
| 2024 Q1 | REDUCED | 42,202 | -2,708 | -6.0% | 0.00% | $2.4M | $54.37 |
| 2023 Q4 | REDUCED | 44,910 | -13,225 | -22.7% | 0.00% | $2.3M | $48.65 |
| 2023 Q3 | REDUCED | 58,135 | -4,377 | -7.0% | 0.00% | $2.8M | $45.23 |
As of 2025 Q4 — sorted by position size