ACM
QVMT

Advance Capital Management’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Advance Capital Management’s Portfolio QVMT Stock Details QVMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,816
Closed -$279K – 115
2022
Q4 		$279K Buy
+6,816
New +$278K 0.04% 85

Other funds holding QVMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Advance Capital Management's QVMT Position: Q1 2023 in Review

Advance Capital Management sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2023, closing a stake of 6,816 shares — an estimated $279K sold.

Advance Capital Management first reported a position in QVMT in Q4 2022 and held it in 1 quarter. The position peaked at $279K in Q4 2022. 34 funds tracked by Wall St. Rank hold QVMT as of Q1 2023.

  • Advance Capital Management reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2023 after selling out during the quarter.
  • Advance Capital Management sold 6,816 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2023, an estimated $279K.
  • Advance Capital Management first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2022 and held it in 1 quarter.
  • Advance Capital Management's Invesco S&P 500 Concentrated QVM ETF position peaked at $279K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2023.

Based on Advance Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.