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Tower Research Capital (TRC)’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Tower Research Capital (TRC)’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 		$468K Buy
+6,796
New +$476K 0.01% 956
2025
Q4 		– Sell
-172
Closed -$11.3K – 5575
2025
Q3 		$11.3K Sell
172
-1,751
-91% -$110K ﹤0.01% 3899
2025
Q2 		$115K Sell
1,923
-608
-24% -$34.5K ﹤0.01% 2263
2025
Q1 		$145K Sell
2,531
-1,321
-34% -$77.1K ﹤0.01% 1557
2024
Q4 		$222K Sell
3,852
-143
-4% -$8.55K ﹤0.01% 1646
2024
Q3 		$233K Sell
3,995
-2,381
-37% -$134K 0.01% 1479
2024
Q2 		$345K Buy
6,376
+2,513
+65% +$137K 0.01% 1637
2024
Q1 		$218K Buy
3,863
+1,156
+43% +$60.2K 0.01% 1357
2023
Q4 		$137K Sell
2,707
-3,628
-57% -$175K ﹤0.01% 2389
2023
Q3 		$301K Sell
6,335
-1,234
-16% -$60.2K 0.01% 1182
2023
Q2 		$364K Sell
7,569
-1,373
-15% -$64.5K 0.01% 1180
2023
Q1 		$424K Buy
8,942
+2,025
+29% +$99.5K 0.01% 932
2022
Q4 		$341K Sell
6,917
-3,427
-33% -$169K 0.01% 935
2022
Q3 		$458K Buy
10,344
+3,906
+61% +$188K 0.01% 1215
2022
Q2 		$298K Buy
6,438
+3,480
+118% +$178K 0.01% 1488
2022
Q1 		$160K Sell
2,958
-6,842
-70% -$363K ﹤0.01% 1898
2021
Q4 		$506K Sell
9,800
-3,207
-25% -$163K 0.01% 1102
2021
Q3 		$628K Buy
13,007
+2,697
+26% +$132K 0.02% 833
2021
Q2 		$503K Buy
10,310
+6,239
+153% +$304K 0.01% 1187
2021
Q1 		$189K Buy
4,071
+437
+12% +$19K ﹤0.01% 2055
2020
Q4 		$148K Sell
3,634
-7,886
-68% -$304K ﹤0.01% 1994
2020
Q3 		$403K Sell
11,520
-2,621
-19% -$91.4K ﹤0.01% 1924
2020
Q2 		$468K Sell
14,141
-1,373
-9% -$43.3K 0.02% 1092
2020
Q1 		$436K Buy
15,514
+3,529
+29% +$135K 0.03% 476
2019
Q4 		$517K Buy
+11,985
New +$498K 0.04% 253
2017
Q2 		– Sell
-100
Closed -$4K – 3399
2017
Q1 		$4K Buy
+100
New +$3.54K ﹤0.01% 2339
2014
Q2 		– Sell
-8
Closed – – 4607
2014
Q1 		$0 Buy
+8
New +$225 ﹤0.01% 4891

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

Tower Research Capital (TRC)'s SPVM Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2026: 6,796 shares worth $468K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in SPVM as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in SPVM in Q1 2014 and has held it in 27 quarters since. The position peaked at $628K in Q3 2021. 32 funds tracked by Wall St. Rank hold SPVM as of Q1 2026.

  • Tower Research Capital (TRC) held 6,796 shares of Invesco S&P 500 Value with Momentum ETF worth $468K as of Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF was a new Tower Research Capital (TRC) position in Q1 2026.
  • Invesco S&P 500 Value with Momentum ETF made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #956 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2014 and has held it in 27 quarters since.
  • Tower Research Capital (TRC)'s Invesco S&P 500 Value with Momentum ETF position peaked at $628K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.