Steward Partners Investment Advisory’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Steward Partners Investment Advisory’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	$2.31K	Buy	+31	New	+$2.23K	﹤0.01%	4208

Other funds holding SPVM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Steward Partners Investment Advisory's SPVM Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 31 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #4208 among its holdings.

36 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Steward Partners Investment Advisory held 31 shares of Invesco S&P 500 Value with Momentum ETF worth $2.31K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new Steward Partners Investment Advisory position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4208 holding.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.