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

AssetMark Inc’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	$14.9K	Buy	+200	New	+$14.4K	﹤0.01%	2302

Other funds holding SPVM

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

AssetMark Inc's SPVM Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 200 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #2302 among its holdings.

12 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

AssetMark Inc held 200 shares of Invesco S&P 500 Value with Momentum ETF worth $14.9K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new AssetMark Inc position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2302 holding.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.