AWM
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AE Wealth Management’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

AE Wealth Management’s Portfolio QVML Stock Details QVML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-443
Closed -$17.4K – 2542
2025
Q3 		$17.4K Buy
+443
New +$16.8K ﹤0.01% 1919

Other funds holding QVML

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AE Wealth Management's QVML Position: Q4 2025 in Review

AE Wealth Management sold out of Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q4 2025, closing a stake of 443 shares — an estimated $17.4K sold.

AE Wealth Management first reported a position in QVML in Q3 2025 and held it in 1 quarter. The position peaked at $17.4K in Q3 2025. 20 funds tracked by Wall St. Rank hold QVML as of Q4 2025.

  • AE Wealth Management reported no remaining Invesco S&P 500 QVM Multi-factor ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 443 Invesco S&P 500 QVM Multi-factor ETF shares in Q4 2025, an estimated $17.4K.
  • AE Wealth Management first reported a position in Invesco S&P 500 QVM Multi-factor ETF in Q3 2025 and held it in 1 quarter.
  • AE Wealth Management's Invesco S&P 500 QVM Multi-factor ETF position peaked at $17.4K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.