Ameriprise
SPVM icon

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

Ameriprise’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 		$1.45M Sell
19,508
-980
-5% -$70.5K ﹤0.01% 3234
2026
Q1 		$1.41M Buy
20,488
+1,246
+6% +$87.3K ﹤0.01% 3140
2025
Q4 		$1.3M Buy
19,242
+868
+5% +$57.3K ﹤0.01% 3214
2025
Q3 		$1.21M Buy
18,374
+14,920
+432% +$939K ﹤0.01% 3262
2025
Q2 		$206K Buy
+3,454
New +$196K ﹤0.01% 3807
2023
Q1 		– Sell
-6,406
Closed -$316K – 4034
2022
Q4 		$316K Sell
6,406
-1,160
-15% -$57.2K ﹤0.01% 3568
2022
Q3 		$344K Sell
7,566
-74,722
-91% -$3.6M ﹤0.01% 3535
2022
Q2 		$3.81M Sell
82,288
-31,567
-28% -$1.61M ﹤0.01% 2476
2022
Q1 		$6.16M Buy
113,855
+91,773
+416% +$4.87M ﹤0.01% 2279
2021
Q4 		$1.14M Buy
22,082
+3,012
+16% +$153K ﹤0.01% 3201
2021
Q3 		$917K Buy
19,070
+393
+2% +$19.3K ﹤0.01% 3200
2021
Q2 		$910K Buy
18,677
+2,873
+18% +$140K ﹤0.01% 3265
2021
Q1 		$734K Buy
+15,804
New +$688K ﹤0.01% 3259
2018
Q4 		– Sell
-76,727
Closed -$2.99M – 3761
2018
Q3 		$2.99M Sell
76,727
-5,912
-7% -$231K ﹤0.01% 2645
2018
Q2 		$3.12M Buy
82,639
+40,086
+94% +$1.53M ﹤0.01% 2530
2018
Q1 		$1.6M Buy
42,553
+15,156
+55% +$589K ﹤0.01% 2780
2017
Q4 		$1.06M Buy
27,397
+15,583
+132% +$594K ﹤0.01% 2957
2017
Q3 		$441K Buy
+11,814
New +$431K ﹤0.01% 3264

Other funds holding SPVM

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Ameriprise's SPVM Position: Q2 2026 in Review

Ameriprise reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 4.8% in Q2 2026, selling an estimated $70.5K and leaving 19,508 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Ameriprise first reported a position in SPVM in Q3 2017 and has held it in 18 quarters since. The position peaked at $6.16M in Q1 2022. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Ameriprise held 19,508 shares of Invesco S&P 500 Value with Momentum ETF worth $1.45M as of Q2 2026.
  • Ameriprise sold 980 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $70.5K.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3234 holding.
  • Ameriprise first reported a position in Invesco S&P 500 Value with Momentum ETF in Q3 2017 and has held it in 18 quarters since.
  • Ameriprise's Invesco S&P 500 Value with Momentum ETF position peaked at $6.16M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

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