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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.1K Buy
257
+250
+3,571% +$18K ﹤0.01% 4682
2026
Q1
$482 Buy
+7
New +$491 ﹤0.01% 5165
2025
Q3
Sell
-1
Closed -$60 5571
2025
Q2
$60 Buy
+1
New +$57 ﹤0.01% 5164
2024
Q2
Sell
-1
Closed -$56 5614
2024
Q1
$56 Buy
+1
New +$52 ﹤0.01% 5020
2023
Q2
Sell
-1
Closed -$47 5579
2023
Q1
$47 Buy
+1
New +$49 ﹤0.01% 4985

Other funds holding SPVM

Fidelity Investments's SPVM Position: Q2 2026 in Review

Fidelity Investments increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 3,571% in Q2 2026, buying an estimated $18K and bringing the position to 257 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4682.

Fidelity Investments first reported a position in SPVM in Q1 2023 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Fidelity Investments held 257 shares of Invesco S&P 500 Value with Momentum ETF worth $19.1K as of Q2 2026.
  • Fidelity Investments bought 250 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $18K.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4682 holding.
  • Fidelity Investments first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2023 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 Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.