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Beta Wealth Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Beta Wealth Group’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 		$12.9M Buy
173,484
+1,360
+0.8% +$97.8K 4.84% 3
2026
Q1 		$11.9M Sell
172,124
-2,550
-1% -$179K 4.91% 3
2025
Q4 		$11.8M Sell
174,674
-3,285
-2% -$217K 4.76% 3
2025
Q3 		$11.7M Buy
177,959
+180
+0.1% +$11.3K 4.62% 3
2025
Q2 		$10.6M Buy
177,779
+36,823
+26% +$2.09M 3.89% 5
2025
Q1 		$8.09M Buy
+140,956
New +$8.23M 2.9% 8

Other funds holding SPVM

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Beta Wealth Group's SPVM Position: Q2 2026 in Review

Beta Wealth Group increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 0.79% in Q2 2026, buying an estimated $97.8K and bringing the position to 173,484 shares worth $12.9M. The position accounts for 4.84% of the portfolio, ranked #3.

Beta Wealth Group first reported a position in SPVM in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Beta Wealth Group held 173,484 shares of Invesco S&P 500 Value with Momentum ETF worth $12.9M as of Q2 2026.
  • Beta Wealth Group bought 1,360 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $97.8K.
  • Invesco S&P 500 Value with Momentum ETF made up 4.84% of Beta Wealth Group's portfolio in Q2 2026, its #3 holding.
  • Beta Wealth Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.