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

Kestra Advisory Services’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
-1,103
Closed -$74.8K – 4252
2025
Q4 		$74.8K Buy
+1,103
New +$72.8K ﹤0.01% 3650

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

Kestra Advisory Services's SPVM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026, closing a stake of 1,103 shares — an estimated $74.8K sold.

Kestra Advisory Services first reported a position in SPVM in Q4 2025 and held it in 1 quarter. The position peaked at $74.8K in Q4 2025. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,103 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $74.8K.
  • Kestra Advisory Services first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco S&P 500 Value with Momentum ETF position peaked at $74.8K 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.