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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
Q1 		$597K Buy
+8,662
New +$607K 0.05% 268

Other funds holding SPVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
CWMGP
Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania $239M AUM 18.48% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Perennial Investment Advisors's SPVM Position: Q1 2026 in Review

Perennial Investment Advisors opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026: 8,662 shares worth $597K. The stake represents 0.05% of the portfolio and ranks #268 among its holdings.

32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Perennial Investment Advisors held 8,662 shares of Invesco S&P 500 Value with Momentum ETF worth $597K as of Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF was a new Perennial Investment Advisors position in Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #268 holding.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.