— Know what they know.
Not Investment Advice

SPVM

Invesco S&P 500 Value with Momentum ETF
1W: +0.5% 1M: +7.1% 3M: +0.5% YTD: +13.8% 1Y: +19.5% 3Y: +74.1% 5Y: +65.8%
Error: Binder Error: Contents of view were altered: types don't match! Expected [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, VARCHAR], but found [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, BIGINT, VARCHAR] instead
ETF AMEX · AUM $141.3M
Key Statistics
AUM$141M
Holdings101
Top 10 Wt16.6%
Volume13,490
Avg Volume9,609
Beta0.69
Portfolio Fundamentals
P/E14.2
P/B2.0
Div Yield2.27%
ROE14.7%
% Profitable94%
Inception2011-06-16
Sector Allocation
Financial Services 35.1%
Energy 15.0%
Utilities 12.7%
Healthcare 8.9%
Industrials 8.8%
Consumer Defensive 6.0%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Marathon Petroleum Corp MPC 1.89% $2.6M 6,039
2 Phillips 66 PSX 1.88% $2.6M 9,784
3 Allstate Corp/The ALL 1.75% $2.4M 9,687
4 Travelers Cos Inc/The TRV 1.72% $2.4M 6,035
5 APA Corp APA 1.71% $2.4M 46,883
6 Valero Energy Corp VLO 1.64% $2.3M 5,913
7 General Motors Co GM 1.63% $2.3M 28,210
8 United Airlines Holdings Inc UAL 1.47% $2.1M 19,632
9 Stanley Black & Decker Inc SWK 1.44% $2.0M 20,275
10 Cincinnati Financial Corp CINF 1.42% $2.0M 10,914

Recent Holding Changes

Date Holding Change Details
2026-10-28 AGPXX Changed 72767 → 72590
2026-10-26 DG Changed 15261 → 15345
2026-10-26 GL Changed 9242 → 9293
2026-10-26 PPL Changed 29978 → 30144
2026-10-26 BIIB Changed 5972 → 6005

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms