SageView Advisory Group’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

SageView Advisory Group’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
2025 Q4	$42.9K	Buy	+634	New	+$41.8K	﹤0.01%	1142

Other funds holding SPVM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SageView Advisory Group's SPVM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q4 2025: 634 shares worth $42.9K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings.

28 funds tracked by Wall St. Rank hold SPVM as of Q4 2025.

SageView Advisory Group held 634 shares of Invesco S&P 500 Value with Momentum ETF worth $42.9K as of Q4 2025.
Invesco S&P 500 Value with Momentum ETF was a new SageView Advisory Group position in Q4 2025.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1142 holding.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.