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

Harbour Investments’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 Q1	$1.42M	Buy	+20,613	New	+$1.44M	0.02%	628

Other funds holding SPVM

LPL Financial San Diego, California $377B AUM 19.32% 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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Harbour Investments's SPVM Position: Q1 2026 in Review

Harbour Investments opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026: 20,613 shares worth $1.42M. The stake represents 0.02% of the portfolio and ranks #628 among its holdings.

32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

Harbour Investments held 20,613 shares of Invesco S&P 500 Value with Momentum ETF worth $1.42M as of Q1 2026.
Invesco S&P 500 Value with Momentum ETF was a new Harbour Investments position in Q1 2026.
Invesco S&P 500 Value with Momentum ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #628 holding.
32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.