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 Q2	$12.5M	Buy	167,795 +8,137	+5%	+$585K	4.4%	6
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 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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPVM Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 5.1% in Q2 2026, buying an estimated $585K and bringing the position to 167,795 shares worth $12.5M. The position accounts for 4.4% of the portfolio, ranked #6.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPVM in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 167,795 shares of Invesco S&P 500 Value with Momentum ETF worth $12.5M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 8,137 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $585K.
Invesco S&P 500 Value with Momentum ETF made up 4.4% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #6 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 5 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.