TFS
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Thoroughbred Financial Services’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Thoroughbred Financial Services’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 		$1.05M Buy
14,177
+5,592
+65% +$402K 0.05% 301
2026
Q1 		$591K Buy
+8,585
New +$602K 0.04% 357

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

Thoroughbred Financial Services's SPVM Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 65% in Q2 2026, buying an estimated $402K and bringing the position to 14,177 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #301.

Thoroughbred Financial Services first reported a position in SPVM in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

  • Thoroughbred Financial Services held 14,177 shares of Invesco S&P 500 Value with Momentum ETF worth $1.05M as of Q2 2026.
  • Thoroughbred Financial Services bought 5,592 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $402K.
  • Invesco S&P 500 Value with Momentum ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #301 holding.
  • Thoroughbred Financial Services first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.