Raymond James Financial
SPVM icon

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

Raymond James 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
Q1 		$3.71M Sell
53,838
-200,213
-79% -$14M ﹤0.01% 2837
2025
Q4 		$17.2M Buy
254,051
+234,480
+1,198% +$15.5M 0.01% 1550
2025
Q3 		$1.29M Sell
19,571
-3,459
-15% -$218K ﹤0.01% 3519
2025
Q2 		$1.38M Buy
23,030
+2,980
+15% +$169K ﹤0.01% 3358
2025
Q1 		$1.15M Sell
20,050
-6,898
-26% -$403K ﹤0.01% 3381
2024
Q4 		$1.55M Buy
+26,948
New +$1.61M ﹤0.01% 3151

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 $267M AUM 18.9% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial's SPVM Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 79% in Q1 2026, selling an estimated $14M and leaving 53,838 shares worth $3.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Raymond James Financial first reported a position in SPVM in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.2M in Q4 2025. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Raymond James Financial held 53,838 shares of Invesco S&P 500 Value with Momentum ETF worth $3.71M as of Q1 2026.
  • Raymond James Financial sold 200,213 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $14M.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2837 holding.
  • Raymond James Financial first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Invesco S&P 500 Value with Momentum ETF position peaked at $17.2M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.