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 $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $793M AUM 28.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return