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

IFG Advisory’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	$1.13M	Buy	+15,216	New	+$1.09M	0.04%	393
2026 Q1	–	Sell	-12,536	Closed	-$850K	–	801
2025 Q4	$850K	Hold	12,536	–	–	0.04%	405
2025 Q3	$824K	Sell	12,536 -650	-5%	-$40.9K	0.04%	396
2025 Q2	$788K	Buy	13,186 +188	+1%	+$10.7K	0.04%	388
2025 Q1	$746K	Hold	12,998	–	–	0.04%	368
2024 Q4	$748K	Sell	12,998 -308	-2%	-$18.4K	0.04%	337
2024 Q3	$777K	Hold	13,306	–	–	0.05%	295
2024 Q2	$721K	Hold	13,306	–	–	0.05%	344
2024 Q1	$750K	Sell	13,306 -50	-0.4%	-$2.6K	0.06%	276
2023 Q4	$677K	Buy	13,356 +13	+0.1%	+$626	0.05%	314
2023 Q3	$633K	Hold	13,343	–	–	0.05%	302
2023 Q2	$641K	Hold	13,343	–	–	0.06%	255
2023 Q1	$633K	Hold	13,343	–	–	0.06%	275
2022 Q4	$658K	Hold	13,343	–	–	0.07%	270
2022 Q3	$590K	Buy	13,343 +1,858	+16%	+$89.4K	0.05%	289
2022 Q2	$531K	Buy	+11,485	New	+$587K	0.06%	280

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

IFG Advisory's SPVM Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 15,216 shares worth $1.13M. The stake represents 0.04% of the portfolio and ranks #393 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPVM as recently as Q4 2025.

IFG Advisory first reported a position in SPVM in Q2 2022 and has held it in 16 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

IFG Advisory held 15,216 shares of Invesco S&P 500 Value with Momentum ETF worth $1.13M as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #393 holding.
IFG Advisory first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2022 and has held it in 16 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.