SAG
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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
2026
Q1 		– Sell
-634
Closed -$42.9K – 2176
2025
Q4 		$42.9K Buy
+634
New +$41.8K ﹤0.01% 1142

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
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SageView Advisory Group's SPVM Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026, closing a stake of 634 shares — an estimated $42.9K sold.

SageView Advisory Group first reported a position in SPVM in Q4 2025 and held it in 1 quarter. The position peaked at $42.9K in Q4 2025. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 634 Invesco S&P 500 Value with Momentum ETF shares in Q1 2026, an estimated $42.9K.
  • SageView Advisory Group first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco S&P 500 Value with Momentum ETF position peaked at $42.9K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.