Alesco Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Alesco Advisors’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	$203K	Buy	+2,900	New	+$188K	﹤0.01%	221

Other funds holding QVMT

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

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Alesco Advisors's QVMT Position: Q2 2026 in Review

Alesco Advisors opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 2,900 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings.

25 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Alesco Advisors held 2,900 shares of Invesco S&P 500 Concentrated QVM ETF worth $203K as of Q2 2026.
Invesco S&P 500 Concentrated QVM ETF was a new Alesco Advisors position in Q2 2026.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Alesco Advisors's portfolio in Q2 2026, its #221 holding.
25 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.