Clearstead Advisors, LLC
Position in SPVM — Invesco S&P 500 Value with Momentum ETF
CIK 842775
CLEVELAND, OH
All Filings in SPVM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPVM | $27,560 | 400 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SPVM | $27,116 | 400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 SPVM | $26,300 | 400 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SPVM | $23,912 | 400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SPVM | $22,948 | 400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SPVM | $23,008 | 400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SPVM | $23,364 | 400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SPVM | $21,672 | 400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 SPVM | $22,556 | 400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SPVM | $31,497 | 621 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 SPVM | $29,466 | 621 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 SPVM | $29,845 | 621 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 SPVM | $29,466 | 621 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 SPVM | $30,640 | 621 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 SPVM | $27,491 | 621 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 SPVM | $23,397 | 506 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 SPVM | $21,648 | 400 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 SPVM | $20,640 | 400 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||