Accent Capital Management’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Accent Capital Management’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 Q1	$68.9K	Hold	1,000	–	–	0.03%	86
2025 Q4	$67.8K	Hold	1,000	–	–	0.03%	76
2025 Q3	$65.8K	Hold	1,000	–	–	0.03%	81
2025 Q2	$59.8K	Hold	1,000	–	–	0.03%	85
2025 Q1	$57.4K	Hold	1,000	–	–	0.03%	88
2024 Q4	$57.5K	Buy	+1,000	New	+$59.8K	0.03%	76

Other funds holding SPVM

LPL Financial San Diego, California $377B AUM 19.32% 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 $239M AUM 18.48% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Accent Capital Management's SPVM Position: Q1 2026 in Review

Accent Capital Management held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q1 2026 at 1,000 shares worth $68.9K. The position accounts for 0.03% of the portfolio, ranked #86.

Accent Capital Management first reported a position in SPVM in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

Accent Capital Management held 1,000 shares of Invesco S&P 500 Value with Momentum ETF worth $68.9K as of Q1 2026.
Accent Capital Management left its Invesco S&P 500 Value with Momentum ETF share count unchanged in Q1 2026.
Invesco S&P 500 Value with Momentum ETF made up 0.03% of Accent Capital Management's portfolio in Q1 2026, its #86 holding.
Accent Capital Management first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2024 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Accent Capital Management's 13F filing for Q1 2026, filed 11 May 2026.