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

Perennial Investment 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 		$2.13M Buy
28,634
+19,972
+231% +$1.44M 0.14% 133
2026
Q1 		$597K Buy
+8,662
New +$607K 0.05% 268

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
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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Perennial Investment Advisors's SPVM Position: Q2 2026 in Review

Perennial Investment Advisors increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 231% in Q2 2026, buying an estimated $1.44M and bringing the position to 28,634 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #133.

Perennial Investment Advisors first reported a position in SPVM in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Perennial Investment Advisors held 28,634 shares of Invesco S&P 500 Value with Momentum ETF worth $2.13M as of Q2 2026.
  • Perennial Investment Advisors bought 19,972 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $1.44M.
  • Invesco S&P 500 Value with Momentum ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Perennial Investment Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.