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

Nvest Financial’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	$310K	Buy	+4,171	New	+$300K	0.1%	125

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nvest Financial's SPVM Position: Q2 2026 in Review

Nvest Financial opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 4,171 shares worth $310K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings.

12 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Nvest Financial held 4,171 shares of Invesco S&P 500 Value with Momentum ETF worth $310K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new Nvest Financial position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up 0.1% of Nvest Financial's portfolio in Q2 2026, its #125 holding.
12 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.