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

Axxcess 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
2026
Q1 		– Sell
-208,182
Closed -$8.36M – 854
2025
Q4 		$8.36M Buy
208,182
+103,628
+99% +$4.12M 0.14% 142
2025
Q3 		$4.11M Sell
104,554
-21,009
-17% -$795K 0.09% 184
2025
Q2 		$4.6M Buy
125,563
+49,018
+64% +$1.66M 0.11% 156
2025
Q1 		$2.56M Buy
+76,545
New +$2.67M 0.07% 222

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
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Axxcess Wealth Management's QVML Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q1 2026, closing a stake of 208,182 shares — an estimated $8.36M sold.

Axxcess Wealth Management first reported a position in QVML in Q1 2025 and held it in 4 quarters. The position peaked at $8.36M in Q4 2025. 18 funds tracked by Wall St. Rank hold QVML as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Invesco S&P 500 QVM Multi-factor ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 208,182 Invesco S&P 500 QVM Multi-factor ETF shares in Q1 2026, an estimated $8.36M.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 QVM Multi-factor ETF in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's Invesco S&P 500 QVM Multi-factor ETF position peaked at $8.36M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.