Thrivent Financial for Lutherans’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Thrivent Financial for Lutherans’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	$632K	Buy	8,498 +2,556	+43%	+$184K	﹤0.01%	2219
2026 Q1	$409K	Buy	+5,942	New	+$417K	﹤0.01%	2286
2022 Q4	–	Sell	-54,946	Closed	-$2.45M	–	2454
2022 Q3	$2.45M	Buy	54,946 +23,837	+77%	+$1.15M	0.01%	1102
2022 Q2	$1.44M	Buy	31,109 +23,627	+316%	+$1.21M	﹤0.01%	1454
2022 Q1	$405K	Buy	+7,482	New	+$397K	﹤0.01%	2267

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Thrivent Financial for Lutherans's SPVM Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 43% in Q2 2026, buying an estimated $184K and bringing the position to 8,498 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Thrivent Financial for Lutherans first reported a position in SPVM in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.45M in Q3 2022. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Thrivent Financial for Lutherans held 8,498 shares of Invesco S&P 500 Value with Momentum ETF worth $632K as of Q2 2026.
Thrivent Financial for Lutherans bought 2,556 Invesco S&P 500 Value with Momentum ETF shares in Q2 2026, an estimated $184K.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #2219 holding.
Thrivent Financial for Lutherans first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2022 and has held it in 5 quarters since.
Thrivent Financial for Lutherans's Invesco S&P 500 Value with Momentum ETF position peaked at $2.45M in Q3 2022.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.