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Capstone Wealth Management Group (Pennsylvania)’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$11M Buy
159,658
+1,872
+1% +$131K 4.61% 7
2025
Q4 		$10.7M Buy
157,786
+5,568
+4% +$367K 4.48% 8
2025
Q3 		$10M Buy
+152,218
New +$9.58M 4.24% 9
2025
Q2 		– Sell
-76,790
Closed -$4.41M – 70
2025
Q1 		$4.41M Buy
+76,790
New +$4.48M 2.51% 12

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Capstone Wealth Management Group (Pennsylvania)'s SPVM Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 1.2% in Q1 2026, buying an estimated $131K and bringing the position to 159,658 shares worth $11M. The position accounts for 4.61% of the portfolio, ranked #7.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPVM in Q1 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 159,658 shares of Invesco S&P 500 Value with Momentum ETF worth $11M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1,872 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $131K.
  • Invesco S&P 500 Value with Momentum ETF made up 4.61% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #7 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.