RFP
SPVM icon

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

Root Financial Partners’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 		– Sell
-283
Closed -$19.5K – 2794
2026
Q1 		$19.5K Buy
+283
New +$19.8K ﹤0.01% 1335

Other funds holding SPVM

BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Root Financial Partners's SPVM Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026, closing a stake of 283 shares — an estimated $19.5K sold.

Root Financial Partners first reported a position in SPVM in Q1 2026 and held it in 1 quarter. The position peaked at $19.5K in Q1 2026. 9 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 283 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $19.5K.
  • Root Financial Partners first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P 500 Value with Momentum ETF position peaked at $19.5K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.