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

Larson Financial Group’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 		$58 Hold
1
– – ﹤0.01% 3675
2026
Q1 		$53 Sell
1
-547
-100% -$38.3K ﹤0.01% 3543
2025
Q4 		$37.1K Buy
+548
New +$36.2K ﹤0.01% 1395

Other funds holding SPVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $284M AUM 32.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Larson Financial Group's SPVM Position: Q2 2026 in Review

Larson Financial Group held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q2 2026 at 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Larson Financial Group first reported a position in SPVM in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.1K in Q4 2025. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Larson Financial Group held 1 share of Invesco S&P 500 Value with Momentum ETF worth $58 as of Q2 2026.
  • Larson Financial Group 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 Larson Financial Group's portfolio in Q2 2026, its #3675 holding.
  • Larson Financial Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Invesco S&P 500 Value with Momentum ETF position peaked at $37.1K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.