Citigroup
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Citigroup’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Citigroup’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
2025
Q4 		– Sell
-100
Closed -$6.58K – 6448
2025
Q3 		$6.58K Buy
+100
New +$6.29K ﹤0.01% 5147
2022
Q2 		– Sell
-7
Closed – – 6640
2022
Q1 		$0 Buy
+7
New +$371 ﹤0.01% 6582
2016
Q2 		– Sell
-81
Closed -$2K – 7414
2016
Q1 		$2K Buy
81
+46
+131% +$1.26K ﹤0.01% 7221
2015
Q4 		$1K Buy
+35
New +$1.02K ﹤0.01% 7414
2015
Q3 		– Sell
-6
Closed – – 7688
2015
Q2 		$0 Buy
+6
New +$185 ﹤0.01% 7731

Other funds holding SPVM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Citigroup's SPVM Position: Q4 2025 in Review

Citigroup sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q4 2025, closing a stake of 100 shares — an estimated $6.58K sold.

Citigroup first reported a position in SPVM in Q2 2015 and held it in 5 quarters. The position peaked at $6.58K in Q3 2025. 28 funds tracked by Wall St. Rank hold SPVM as of Q4 2025.

  • Citigroup reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Citigroup sold 100 Invesco S&P 500 Value with Momentum ETF shares in Q4 2025, an estimated $6.58K.
  • Citigroup first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2015 and held it in 5 quarters.
  • Citigroup's Invesco S&P 500 Value with Momentum ETF position peaked at $6.58K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q4 2025.

Based on Citigroup's 13F filing for Q4 2025, filed 13 Feb 2026.