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Cape Investment Advisory’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Cape Investment Advisory’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 		$26.8K Buy
+361
New +$26K 0.01% 648

Other funds holding SPVM

BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Cape Investment Advisory's SPVM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 361 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings.

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

  • Cape Investment Advisory held 361 shares of Invesco S&P 500 Value with Momentum ETF worth $26.8K as of Q2 2026.
  • Invesco S&P 500 Value with Momentum ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco S&P 500 Value with Momentum ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #648 holding.
  • 7 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.