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Sound Income Strategies’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Sound Income Strategies’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
-209
Closed -$14.4K – 2140
2026
Q1 		$14.4K Hold
209
– – ﹤0.01% 1332
2025
Q4 		$14.5K Buy
+209
New +$13.8K ﹤0.01% 1286

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sound Income Strategies's SPVM Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026, closing a stake of 209 shares — an estimated $14.4K sold.

Sound Income Strategies first reported a position in SPVM in Q4 2025 and held it in 2 quarters. The position peaked at $14.5K in Q4 2025. 24 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 209 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $14.4K.
  • Sound Income Strategies first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco S&P 500 Value with Momentum ETF position peaked at $14.5K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.