Wealth Enhancement Advisory Services’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Wealth Enhancement Advisory 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 Q3	$218K	Sell	2,934 -336	-10%	-$25.7K	﹤0.01%	3671
2026 Q2	$247K	Buy	+3,270	New	+$235K	﹤0.01%	3394

Other funds holding SPVM

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPVM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Value with Momentum ETF (SPVM) stake by 10% in Q3 2026, selling an estimated $25.7K and leaving 2,934 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Wealth Enhancement Advisory Services first reported a position in SPVM in Q2 2026 and has held it in 2 quarters since. The position peaked at $247K in Q2 2026. 7 funds tracked by Wall St. Rank hold SPVM as of Q3 2026.

Wealth Enhancement Advisory Services held 2,934 shares of Invesco S&P 500 Value with Momentum ETF worth $218K as of Q3 2026.
Wealth Enhancement Advisory Services sold 336 Invesco S&P 500 Value with Momentum ETF shares in Q3 2026, an estimated $25.7K.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3671 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2026 and has held it in 2 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Value with Momentum ETF position peaked at $247K in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.