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SPVM icon

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

NewEdge 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 		$340K Sell
4,567
-8,377
-65% -$602K ﹤0.01% 2392
2026
Q1 		$892K Buy
12,944
+8,377
+183% +$587K ﹤0.01% 1572
2025
Q4 		$310K Sell
4,567
-306
-6% -$20.2K ﹤0.01% 2291
2025
Q3 		$320K Hold
4,873
– – ﹤0.01% 2133
2025
Q2 		$291K Hold
4,873
– – ﹤0.01% 2038
2025
Q1 		$280K Sell
4,873
-69
-1% -$4.03K ﹤0.01% 1942
2024
Q4 		$284K Sell
4,942
-939
-16% -$56.2K ﹤0.01% 1908
2024
Q3 		$344K Sell
5,881
-173
-3% -$9.73K ﹤0.01% 1720
2024
Q2 		$328K Sell
6,054
-4
-0.1% -$218 ﹤0.01% 1667
2024
Q1 		$342K Sell
6,058
-45
-0.7% -$2.34K ﹤0.01% 1569
2023
Q4 		$310K Sell
6,103
-3,730
-38% -$180K ﹤0.01% 1536
2023
Q3 		$467K Sell
9,833
-1,917
-16% -$93.5K 0.01% 1209
2023
Q2 		$565K Sell
11,750
-527
-4% -$24.7K 0.01% 1123
2023
Q1 		$583K Sell
12,277
-1,310
-10% -$64.4K 0.01% 1044
2022
Q4 		$670 Sell
13,587
-314
-2% -$15.5K ﹤0.01% 3126
2022
Q3 		$615K Sell
13,901
-38
-0.3% -$1.83K 0.01% 872
2022
Q2 		$645K Sell
13,939
-189
-1% -$9.65K 0.01% 861
2022
Q1 		$765K Sell
14,128
-2,048
-13% -$109K 0.01% 730
2021
Q4 		$835K Sell
16,176
-36,204
-69% -$1.84M 0.01% 828
2021
Q3 		$2.53M Buy
+52,380
New +$2.57M 0.06% 274

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

NewEdge Advisors's SPVM Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 65% in Q2 2026, selling an estimated $602K and leaving 4,567 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

NewEdge Advisors first reported a position in SPVM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.53M in Q3 2021. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • NewEdge Advisors held 4,567 shares of Invesco S&P 500 Value with Momentum ETF worth $340K as of Q2 2026.
  • NewEdge Advisors sold 8,377 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $602K.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2392 holding.
  • NewEdge Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q3 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $2.53M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.