TA
SPVM icon

Tactive Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Tactive Advisors’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
-90,263
Closed -$6.22M – 304
2026
Q1 		$6.22M Buy
+90,263
New +$6.33M 1.75% 12

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
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
Jones Financial Companies
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tactive Advisors's SPVM Position: Q2 2026 in Review

Tactive Advisors sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026, closing a stake of 90,263 shares — an estimated $6.22M sold.

Tactive Advisors first reported a position in SPVM in Q1 2026 and held it in 1 quarter. The position peaked at $6.22M in Q1 2026. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Tactive Advisors reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Tactive Advisors sold 90,263 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $6.22M.
  • Tactive Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Tactive Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $6.22M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.