Jones Financial Companies
SPVM icon

Jones Financial Companies’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Jones Financial Companies’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 		$1.2M Buy
17,660
+8,797
+99% +$617K ﹤0.01% 1644
2025
Q4 		$601K Buy
8,863
+3,519
+66% +$232K ﹤0.01% 1435
2025
Q3 		$350K Buy
5,344
+2,034
+61% +$128K ﹤0.01% 1553
2025
Q2 		$196K Buy
3,310
+1,535
+86% +$87K ﹤0.01% 1671
2025
Q1 		$101K Buy
1,775
+1,028
+138% +$60K ﹤0.01% 1771
2024
Q4 		$43K Sell
747
-52
-7% -$3.11K ﹤0.01% 1934
2024
Q3 		$46.6K Buy
799
+99
+14% +$5.57K ﹤0.01% 1668
2024
Q2 		$37.9K Hold
700
– – ﹤0.01% 1350
2024
Q1 		$39.5K Buy
+700
New +$36.4K ﹤0.01% 774
2018
Q1 		– Sell
-7,597
Closed -$294K – 222
2017
Q4 		$294K Buy
+7,597
New +$290K ﹤0.01% 201

Other funds holding SPVM

LPL Financial
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jones Financial Companies's SPVM Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 99% in Q1 2026, buying an estimated $617K and bringing the position to 17,660 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Jones Financial Companies first reported a position in SPVM in Q4 2017 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Jones Financial Companies held 17,660 shares of Invesco S&P 500 Value with Momentum ETF worth $1.2M as of Q1 2026.
  • Jones Financial Companies bought 8,797 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $617K.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1644 holding.
  • Jones Financial Companies first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2017 and has held it in 10 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.