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

Clearstead Advisors’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	$29.8K	Hold	400	–	–	﹤0.01%	1672
2026 Q1	$27.6K	Hold	400	–	–	﹤0.01%	1382
2025 Q4	$27.1K	Hold	400	–	–	﹤0.01%	1619
2025 Q3	$26.3K	Hold	400	–	–	﹤0.01%	1519
2025 Q2	$23.9K	Hold	400	–	–	﹤0.01%	1550
2025 Q1	$22.9K	Hold	400	–	–	﹤0.01%	1391
2024 Q4	$23K	Hold	400	–	–	﹤0.01%	1339
2024 Q3	$23.4K	Hold	400	–	–	﹤0.01%	1381
2024 Q2	$21.7K	Hold	400	–	–	﹤0.01%	1357
2024 Q1	$21.9K	Sell	400 -221	-36%	-$11.5K	﹤0.01%	933
2023 Q4	$31.5K	Sell	621 -621	-50%	-$29.9K	﹤0.01%	855
2023 Q3	$58.9K	Buy	1,242 +621	+100%	+$30.3K	﹤0.01%	854
2023 Q2	$29.8K	Hold	621	–	–	﹤0.01%	832
2023 Q1	$29.5K	Hold	621	–	–	﹤0.01%	776
2022 Q4	$30.6K	Hold	621	–	–	﹤0.01%	722
2022 Q3	$27K	Buy	621 +115	+23%	+$5.53K	﹤0.01%	720
2022 Q2	$23K	Buy	506 +106	+27%	+$5.41K	﹤0.01%	773
2022 Q1	$22K	Hold	400	–	–	﹤0.01%	851
2021 Q4	$21K	Buy	+400	New	+$20.3K	﹤0.01%	822

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

CWMGP

Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $284M AUM 32.49% 1-Year Est. Return

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

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors's SPVM Position: Q2 2026 in Review

Clearstead Advisors held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q2 2026 at 400 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Clearstead Advisors first reported a position in SPVM in Q4 2021 and has held it in 19 quarters since. The position peaked at $58.9K in Q3 2023. 15 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Clearstead Advisors held 400 shares of Invesco S&P 500 Value with Momentum ETF worth $29.8K as of Q2 2026.
Clearstead Advisors left its Invesco S&P 500 Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1672 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2021 and has held it in 19 quarters since.
Clearstead Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $58.9K in Q3 2023.
15 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.