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

Mercer Global 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	$230K	Sell	3,097 -109	-3%	-$7.84K	﹤0.01%	3099
2026 Q1	$221K	Buy	3,206 +106	+3%	+$7.43K	﹤0.01%	2736
2025 Q4	$210K	Buy	+3,100	New	+$205K	﹤0.01%	2531

Other funds holding SPVM

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors's SPVM Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 3.4% in Q2 2026, selling an estimated $7.84K and leaving 3,097 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Mercer Global Advisors first reported a position in SPVM in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Mercer Global Advisors held 3,097 shares of Invesco S&P 500 Value with Momentum ETF worth $230K as of Q2 2026.
Mercer Global Advisors sold 109 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $7.84K.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3099 holding.
Mercer Global Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.