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Sunbelt Securities’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Sunbelt Securities’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 		$827 Hold
12
– – ﹤0.01% 2147
2025
Q4 		$813 Hold
12
– – ﹤0.01% 2114
2025
Q3 		$789 Buy
+12
New +$755 ﹤0.01% 2112
2025
Q2 		– Sell
-12
Closed -$688 – 1888
2025
Q1 		$688 Buy
+12
New +$700 ﹤0.01% 1675

Other funds holding SPVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sunbelt Securities's SPVM Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P 500 Value with Momentum ETF (SPVM) position steady in Q1 2026 at 12 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Sunbelt Securities first reported a position in SPVM in Q1 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Sunbelt Securities held 12 shares of Invesco S&P 500 Value with Momentum ETF worth $827 as of Q1 2026.
  • Sunbelt Securities left its Invesco S&P 500 Value with Momentum ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2147 holding.
  • Sunbelt Securities first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.