AG
QVMT

Advisor Group’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Advisor Group’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
2019
Q4 		$69K Buy
1,793
+500
+39% +$18.5K ﹤0.01% 3205
2019
Q3 		$45K Hold
1,293
– – ﹤0.01% 3471
2019
Q2 		$45K Buy
1,293
+641
+98% +$21.9K ﹤0.01% 3445
2019
Q1 		$22K Buy
652
+457
+234% +$15.3K ﹤0.01% 3938
2018
Q4 		$6K Buy
+195
New +$6.55K ﹤0.01% 4448

Other funds holding QVMT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $800M AUM 28.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Advisor Group's QVMT Position: Q4 2019 in Review

Advisor Group increased its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 39% in Q4 2019, buying an estimated $18.5K and bringing the position to 1,793 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Advisor Group first reported a position in QVMT in Q4 2018 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold QVMT as of Q4 2019.

  • Advisor Group held 1,793 shares of Invesco S&P 500 Concentrated QVM ETF worth $69K as of Q4 2019.
  • Advisor Group bought 500 Invesco S&P 500 Concentrated QVM ETF shares in Q4 2019, an estimated $18.5K.
  • Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3205 holding.
  • Advisor Group first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2018 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.