Abound Financial’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Abound Financial’s Portfolio SPVM Stock Details SPVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42K	Buy	564 +2	+0.4%	+$144	0.02%	137
2026 Q1	$38.7K	Buy	562 +3	+0.5%	+$210	0.02%	131
2025 Q4	$37.9K	Buy	+559	New	+$36.9K	0.01%	135
2025 Q2	–	Sell	-550	Closed	-$31.5K	–	229
2025 Q1	$31.5K	Buy	+550	New	+$32.1K	0.02%	144

Other funds holding SPVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Financial's SPVM Position: Q2 2026 in Review

Abound Financial increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 0.36% in Q2 2026, buying an estimated $144 and bringing the position to 564 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #137.

Abound Financial first reported a position in SPVM in Q1 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Abound Financial held 564 shares of Invesco S&P 500 Value with Momentum ETF worth $42K as of Q2 2026.
Abound Financial bought 2 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $144.
Invesco S&P 500 Value with Momentum ETF made up 0.02% of Abound Financial's portfolio in Q2 2026, its #137 holding.
Abound Financial first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.