Commonwealth Equity Services’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Commonwealth Equity Services’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	$208K	Buy	+2,795	New	+$201K	﹤0.01%	4102
2025 Q2	–	Sell	-3,996	Closed	-$229K	–	4347
2025 Q1	$229K	Sell	3,996 -5	-0.1%	-$292	﹤0.01%	3723
2024 Q4	$230K	Sell	4,001 -384	-9%	-$23K	﹤0.01%	3645
2024 Q3	$256K	Sell	4,385 -1,616	-27%	-$90.9K	﹤0.01%	3493
2024 Q2	$325K	Sell	6,001 -302	-5%	-$16.5K	﹤0.01%	3228
2024 Q1	$355K	Sell	6,303 -135	-2%	-$7.03K	﹤0.01%	3115
2023 Q4	$327K	Sell	6,438 -74	-1%	-$3.56K	﹤0.01%	3108
2023 Q3	$309K	Buy	+6,512	New	+$318K	﹤0.01%	3009
2022 Q3	–	Sell	-4,620	Closed	-$213K	–	3761
2022 Q2	$213K	Buy	4,620 +17	+0.4%	+$868	﹤0.01%	3142
2022 Q1	$249K	Buy	4,603 +11	+0.2%	+$584	﹤0.01%	3116
2021 Q4	$236K	Buy	4,592 +10	+0.2%	+$508	﹤0.01%	3165
2021 Q3	$221K	Sell	4,582 -70	-2%	-$3.44K	﹤0.01%	3192
2021 Q2	$227K	Buy	4,652 +10	+0.2%	+$488	﹤0.01%	3156
2021 Q1	$215K	Buy	+4,642	New	+$202K	﹤0.01%	3072
2020 Q1	–	Sell	-5,488	Closed	-$236K	–	2949
2019 Q4	$236K	Sell	5,488 -271	-5%	-$11.3K	﹤0.01%	2499
2019 Q3	$230K	Sell	5,759 -1,313	-19%	-$52.1K	﹤0.01%	2459
2019 Q2	$283K	Sell	7,072 -6,656	-48%	-$261K	﹤0.01%	2241
2019 Q1	$528K	Sell	13,728 -2,049	-13%	-$76.8K	﹤0.01%	1720
2018 Q4	$539K	Sell	15,777 -11,720	-43%	-$434K	﹤0.01%	1591
2018 Q3	$1.07M	Sell	27,497 -5,189	-16%	-$203K	0.01%	1263
2018 Q2	$1.23M	Sell	32,686 -12,870	-28%	-$492K	0.01%	1173
2018 Q1	$1.71M	Buy	45,556 +3,331	+8%	+$129K	0.01%	955
2017 Q4	$1.64M	Buy	42,225 +4,822	+13%	+$184K	0.01%	951
2017 Q3	$1.4M	Buy	37,403 +8,469	+29%	+$309K	0.01%	1005
2017 Q2	$1.04M	Buy	28,934 +7,876	+37%	+$281K	0.01%	1113
2017 Q1	$749K	Buy	21,058 +15,187	+259%	+$538K	0.01%	1268
2016 Q4	$202K	Buy	+5,871	New	+$194K	﹤0.01%	2045
2014 Q2	–	Sell	-7,109	Closed	-$206K	–	2095
2014 Q1	$206K	Hold	7,109	–	–	﹤0.01%	1739
2013 Q4	$204K	Buy	+7,109	New	+$196K	﹤0.01%	1685

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

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

Commonwealth Equity Services's SPVM Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 2,795 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #4102 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in SPVM as recently as Q1 2025.

Commonwealth Equity Services first reported a position in SPVM in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.71M in Q1 2018. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Commonwealth Equity Services held 2,795 shares of Invesco S&P 500 Value with Momentum ETF worth $208K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new Commonwealth Equity Services position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4102 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2013 and has held it in 29 quarters since.
Commonwealth Equity Services's Invesco S&P 500 Value with Momentum ETF position peaked at $1.71M in Q1 2018.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.