Advisory Services Network’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Advisory Services Network’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
2026 Q2	$211K	Sell	3,020 -475	-14%	-$30.8K	﹤0.01%	1962
2026 Q1	$208K	Buy	+3,495	New	+$209K	﹤0.01%	1796
2025 Q4	–	Sell	-1,575	Closed	-$86.4K	–	3922
2025 Q3	$86.4K	Buy	+1,575	New	+$83.6K	﹤0.01%	2151
2024 Q1	–	Sell	-445	Closed	-$19.7K	–	3374
2023 Q4	$19.7K	Buy	+445	New	+$18.2K	﹤0.01%	2539
2023 Q2	–	Sell	-1,600	Closed	-$64.2K	–	3375
2023 Q1	$64.2K	Hold	1,600	–	–	﹤0.01%	1893
2022 Q4	$65.4K	Buy	+1,600	New	+$65.3K	﹤0.01%	1834
2021 Q3	–	Sell	-1,600	Closed	-$67K	–	2991
2021 Q2	$67K	Buy	+1,600	New	+$67.6K	﹤0.01%	1834

Other funds holding QVMT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Services Network's QVMT Position: Q2 2026 in Review

Advisory Services Network reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 14% in Q2 2026, selling an estimated $30.8K and leaving 3,020 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Advisory Services Network first reported a position in QVMT in Q2 2021 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Advisory Services Network held 3,020 shares of Invesco S&P 500 Concentrated QVM ETF worth $211K as of Q2 2026.
Advisory Services Network sold 475 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $30.8K.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1962 holding.
Advisory Services Network first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2021 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.