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 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 $377B AUM 19.32% 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 $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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

IFG Advisory's SPVM Position: Q1 2026 in Review

IFG Advisory sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026, closing a stake of 12,536 shares — an estimated $850K sold.

IFG Advisory first reported a position in SPVM in Q2 2022 and held it in 15 quarters. The position peaked at $850K in Q4 2025. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

IFG Advisory reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 12,536 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $850K.
IFG Advisory first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2022 and held it in 15 quarters.
IFG Advisory's Invesco S&P 500 Value with Momentum ETF position peaked at $850K in Q4 2025.
32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.