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
Q1 		$591K Buy
+8,585
New +$602K 0.04% 357

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

Thoroughbred Financial Services's SPVM Position: Q1 2026 in Review

Thoroughbred Financial Services opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026: 8,585 shares worth $591K. The stake represents 0.04% of the portfolio and ranks #357 among its holdings.

32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Thoroughbred Financial Services held 8,585 shares of Invesco S&P 500 Value with Momentum ETF worth $591K as of Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF was a new Thoroughbred Financial Services position in Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q1 2026, its #357 holding.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.