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

Key Financial Inc’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	$4.39K	Hold	59	–	–	﹤0.01%	1041
2026 Q1	$4.07K	Hold	59	–	–	﹤0.01%	1073
2025 Q4	$4K	Sell	59 -84	-59%	-$5.54K	﹤0.01%	1072
2025 Q3	$9.35K	Hold	143	–	–	﹤0.01%	896
2025 Q2	$8.55K	Hold	143	–	–	﹤0.01%	900
2025 Q1	$8.2K	Hold	143	–	–	﹤0.01%	870
2024 Q4	$8.23K	Hold	143	–	–	﹤0.01%	859
2024 Q3	$8.35K	Hold	143	–	–	﹤0.01%	841
2024 Q2	$7.75K	Hold	143	–	–	﹤0.01%	841
2024 Q1	$8.06K	Hold	143	–	–	﹤0.01%	814
2023 Q4	$7.25K	Hold	143	–	–	﹤0.01%	820
2023 Q3	$6.79K	Hold	143	–	–	﹤0.01%	826
2023 Q2	$6.87K	Hold	143	–	–	﹤0.01%	825
2023 Q1	$6.79K	Hold	143	–	–	﹤0.01%	760
2022 Q4	$6.33K	Hold	143	–	–	﹤0.01%	739
2022 Q3	$6K	Hold	143	–	–	﹤0.01%	768
2022 Q2	$7K	Hold	143	–	–	﹤0.01%	734
2022 Q1	$8K	Hold	143	–	–	﹤0.01%	698
2021 Q4	$7K	Hold	143	–	–	﹤0.01%	667
2021 Q3	$7K	Hold	143	–	–	﹤0.01%	661
2021 Q2	$7K	Hold	143	–	–	﹤0.01%	647
2021 Q1	$7K	Hold	143	–	–	﹤0.01%	550
2020 Q4	$6K	Buy	+143	New	+$5.51K	﹤0.01%	536

Other funds holding SPVM

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

BCA

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

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Key Financial Inc's SPVM Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q2 2026 at 59 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Key Financial Inc first reported a position in SPVM in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.35K in Q3 2025. 12 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Key Financial Inc held 59 shares of Invesco S&P 500 Value with Momentum ETF worth $4.39K as of Q2 2026.
Key Financial Inc left its Invesco S&P 500 Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1041 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Invesco S&P 500 Value with Momentum ETF position peaked at $9.35K in Q3 2025.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.