Beta Wealth Group, Inc.
Position in SPVM — Invesco S&P 500 Value with Momentum ETF
CIK 1594417
SAN DIEGO, CA
All Filings in SPVM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPVM | $11,859,343 | 172,124 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SPVM | $11,841,150 | 174,674 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SPVM | $11,700,804 | 177,959 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 SPVM | $10,627,628 | 177,779 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 SPVM | $8,086,645 | 140,956 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||