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

Atomi Financial 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
2024
Q3 		– Sell
-4,877
Closed -$233K – 935
2024
Q2 		$233K Buy
+4,877
New +$235K 0.02% 682

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
AFO
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 22.9% 1-Year Est. Return

Atomi Financial Group's QVMT Position: Q3 2024 in Review

Atomi Financial Group sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q3 2024, closing a stake of 4,877 shares — an estimated $233K sold.

Atomi Financial Group first reported a position in QVMT in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 43 funds tracked by Wall St. Rank hold QVMT as of Q3 2024.

  • Atomi Financial Group reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q3 2024 after selling out during the quarter.
  • Atomi Financial Group sold 4,877 Invesco S&P 500 Concentrated QVM ETF shares in Q3 2024, an estimated $233K.
  • Atomi Financial Group first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2024 and held it in 1 quarter.
  • Atomi Financial Group's Invesco S&P 500 Concentrated QVM ETF position peaked at $233K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q3 2024.

Based on Atomi Financial Group's 13F filing for Q3 2024, filed 8 Oct 2024.