Wells Fargo’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Wells Fargo’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	$15.2K	Buy	+205	New	+$14.7K	﹤0.01%	5988
2026 Q1	–	Sell	-1	Closed	-$70	–	6931
2025 Q4	$46	Hold	1	–	–	﹤0.01%	6536
2025 Q3	$65	Hold	1	–	–	﹤0.01%	6447
2025 Q2	$58	Hold	1	–	–	﹤0.01%	6552
2025 Q1	$70	Hold	1	–	–	﹤0.01%	6408
2024 Q4	$49	Hold	1	–	–	﹤0.01%	6509
2024 Q3	$83	Sell	1 -1	-50%	-$56	﹤0.01%	6301
2024 Q2	$96	Buy	2 +1	+100%	+$54	﹤0.01%	6254
2024 Q1	$50	Hold	1	–	–	﹤0.01%	6830
2023 Q4	$40	Hold	1	–	–	﹤0.01%	6985
2023 Q3	$32	Buy	+1	New	+$49	﹤0.01%	7043
2023 Q2	–	Hold	0	–	–	–	7380
2023 Q1	–	Sell	-1	Closed	-$49	–	7796
2022 Q4	$49	Buy	+1	New	+$49	﹤0.01%	7013
2022 Q3	–	Sell	-1	Closed	–	–	7310
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7439
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7759
2021 Q4	$0	Hold	1	–	–	﹤0.01%	7765
2021 Q3	$0	Buy	+1	New	+$49	﹤0.01%	7473
2021 Q2	–	Sell	-1	Closed	-$49	–	7398
2021 Q1	$0	Hold	1	–	–	﹤0.01%	7338
2020 Q4	$0	Hold	1	–	–	﹤0.01%	6982
2020 Q3	$0	Hold	1	–	–	﹤0.01%	6860
2020 Q2	$0	Hold	1	–	–	﹤0.01%	6778
2020 Q1	$0	Sell	1 -161	-99%	-$6.18K	﹤0.01%	6753
2019 Q4	$7K	Buy	162 +161	+16,100%	+$6.68K	﹤0.01%	5976
2019 Q3	$0	Hold	1	–	–	﹤0.01%	6693
2019 Q2	$0	Hold	1	–	–	﹤0.01%	6602
2019 Q1	$0	Buy	+1	New	+$37	﹤0.01%	6418
2018 Q4	–	Sell	-1	Closed	-$37	–	6589
2018 Q3	$0	Hold	1	–	–	﹤0.01%	6552
2018 Q2	$0	Buy	+1	New	+$38	﹤0.01%	6546

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

Wells Fargo's SPVM Position: Q2 2026 in Review

Wells Fargo opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2026: 205 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #5988 among its holdings. This is a return to the name: Wells Fargo previously reported a position in SPVM as recently as Q4 2025.

Wells Fargo first reported a position in SPVM in Q2 2018 and has held it in 27 quarters since. 38 funds tracked by Wall St. Rank hold SPVM as of Q2 2026.

Wells Fargo held 205 shares of Invesco S&P 500 Value with Momentum ETF worth $15.2K as of Q2 2026.
Invesco S&P 500 Value with Momentum ETF was a new Wells Fargo position in Q2 2026.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5988 holding.
Wells Fargo first reported a position in Invesco S&P 500 Value with Momentum ETF in Q2 2018 and has held it in 27 quarters since.
38 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.