Bay Colony Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Bay Colony Advisors’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	$374K	Buy	+5,032	New	+$362K	0.04%	323

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

Bay Colony Advisors's SPVM Position: Q2 2026 in Review

Bay Colony Advisors opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 5,032 shares worth $374K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings.

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

Bay Colony Advisors held 5,032 shares of Invesco S&P 500 Value with Momentum ETF worth $374K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new Bay Colony Advisors position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #323 holding.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.