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
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 $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ameriprise's SPVM Position: Q1 2026 in Review

Ameriprise increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 6.5% in Q1 2026, buying an estimated $87.3K and bringing the position to 20,488 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

Ameriprise first reported a position in SPVM in Q3 2017 and has held it in 17 quarters since. The position peaked at $6.16M in Q1 2022. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Ameriprise held 20,488 shares of Invesco S&P 500 Value with Momentum ETF worth $1.41M as of Q1 2026.
  • Ameriprise bought 1,246 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $87.3K.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3140 holding.
  • Ameriprise first reported a position in Invesco S&P 500 Value with Momentum ETF in Q3 2017 and has held it in 17 quarters since.
  • Ameriprise's Invesco S&P 500 Value with Momentum ETF position peaked at $6.16M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.