COMMONWEALTH EQUITY SERVICES, LLC SPVM — INVESCO EXCHANGE TRADED FD T

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  21 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported INVESCO EXCHANGE TRADED FD T (SPVM) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows SPVM at 0.00% 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 COMMONWEALTH EQUITY SERVICES, LLC's position in INVESCO EXCHANGE TRADED FD T, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,795 -1,201 -30.1% 0.00% $208K 2026-07-29 $77.45
2025 Q1 REDUCED — — — 3,996 -5 -0.1% 0.00% $229K 2025-05-09 $55.40
2024 Q4 REDUCED 8.8% +0.3% ❌ 4,001 -384 -8.8% 0.00% $230K 2025-02-10 $57.33
2024 Q3 REDUCED 26.9% -0.9% ✅ 4,385 -1,616 -26.9% 0.00% $256K 2024-10-18 $57.71
2024 Q2 REDUCED — — — 6,001 -302 -4.8% 0.00% $325K 2024-07-31 $55.00
2024 Q1 REDUCED — — — 6,303 -135 -2.1% 0.00% $355K 2024-04-29 $51.88
15 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% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.04% PRIVATE TRUST CO NA 3Y 7Y 0.03% Cooper Financial Group 3Y 7Y 0.03% Cape Investment Advisory, Inc. 0.01% Key FInancial Inc 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, 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 COMMONWEALTH EQUITY SERVICES, LLC reported owning SPVM?

COMMONWEALTH EQUITY SERVICES, LLC reported SPVM across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPVM position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SPVM was 0.00% in 2024 Q1.

What is the latest reported SPVM position on this page?

The most recent filing on this page is 2026 Q2, when COMMONWEALTH EQUITY SERVICES, LLC reported 2,795 shares, equal to 0.00% of portfolio, with an estimated market value of $208K.

What does the chart on this SPVM ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, 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 COMMONWEALTH EQUITY SERVICES, LLC time their SPVM position?

Based on 13F filing dates vs. subsequent SPVM price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on SPVM relative to SPY over the holding period was -2.6%.

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