Public ownership evidence

Invesco S&P 500 Value with Momentum ETF (SPVM) Ownership Disclosures

Read SPVM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 Value with Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
3,097
Value (USD)
$230,461
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPVM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPVM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,097$230,461None
Perennial Investment Advisors, LLC2026-06-302026-08-1528,634$2,130,816None
IFG Advisory, LLC2026-06-302026-08-1515,216$1,132,285None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,366$399,305None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,363$399,052None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,208$1,057,277None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,635$419,324None
ABOUND FINANCIAL, LLC2026-06-302026-08-15564$41,999None
Thrivent Financial for Lutherans2026-06-302026-08-158,498$632,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1531,544$2,369,585None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1519,508$1,451,694None
ROYAL BANK OF CANADA2026-06-302026-08-15649$48,000None
CITADEL ADVISORS LLC2026-06-302026-08-155,070$377,280None
Larson Financial Group LLC2026-06-302026-08-151$58None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,621$2,129,835None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1547,964$3,569,166None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$59None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15204$15,180None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,928$441,126None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1536,228$2,695,870None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1431$2,307None
MORGAN STANLEY2026-06-302026-08-1412,710$945,804None
FMR LLC2026-06-302026-08-14257$19,124None
Accent Capital Management, LLC2026-06-302026-08-131,000$74,414None
NewEdge Advisors, LLC2026-06-302026-08-134,567$339,865None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1321,969$1,635,279None
Tower Research Capital LLC (TRC)2026-06-302026-08-12874$65,038None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-1214,177$1,055,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,097$230,461None
LPL Financial LLC2026-06-302026-08-08193,280$14,382,793None
Clearstead Advisors, LLC2026-06-302026-08-07400$29,766None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-043,715$276,481None
Nvest Financial, LLC2026-06-302026-07-314,171$310,386None
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2026-06-302026-07-31167,795$12,486,300None
ASSETMARK, INC2026-06-302026-07-31200$14,883None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-302,795$207,962None
PRIVATE TRUST CO NA2026-06-302026-07-294,620$343,794None
Beta Wealth Group, Inc.2026-06-302026-07-25173,484$12,909,671None
Key Financial Inc2026-06-302026-07-2559$4,390None
Cape Investment Advisory, Inc.2026-06-302026-07-24361$26,833None
IFP Advisors, Inc2026-06-302026-07-21419$31,180None
AMERIPRISE FINANCIAL INC2026-03-312026-07-1820,488$1,411,167None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-163,270$247,187None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Perennial Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ABOUND FINANCIAL, LLC ↗Thrivent Financial for Lutherans ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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