IFP Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

IFP Advisors’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	$31.2K	Buy	419 +343	+451%	+$24.7K	﹤0.01%	2697
2026 Q1	$5.24K	Buy	76 +14	+23%	+$981	﹤0.01%	3498
2025 Q4	$4.2K	Buy	+62	New	+$4.09K	﹤0.01%	3506
2018 Q4	–	Sell	-205	Closed	-$8K	–	3836
2018 Q3	$8K	Hold	205	–	–	﹤0.01%	2992
2018 Q2	$8K	Buy	+205	New	+$7.83K	﹤0.01%	3048

Other funds holding SPVM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's SPVM Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 451% in Q2 2026, buying an estimated $24.7K and bringing the position to 419 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

IFP Advisors first reported a position in SPVM in Q2 2018 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

IFP Advisors held 419 shares of Invesco S&P 500 Value with Momentum ETF worth $31.2K as of Q2 2026.
IFP Advisors bought 343 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $24.7K.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2697 holding.
IFP Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2018 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.