Cambridge Investment Research Advisors
QVMT

Cambridge Investment Research Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-69,904
Closed -$3.62M – 3751
2025
Q1 		$3.62M Buy
69,904
+11,613
+20% +$593K 0.01% 972
2024
Q4 		$2.87M Sell
58,291
-578
-1% -$29.5K 0.01% 1120
2024
Q3 		$2.93M Buy
58,869
+2,344
+4% +$115K 0.01% 1093
2024
Q2 		$2.71M Buy
56,525
+917
+2% +$44.2K 0.01% 1089
2024
Q1 		$2.77M Buy
+55,608
New +$2.55M 0.01% 1074
2023
Q1 		– Sell
-7,244
Closed -$296K – 3247
2022
Q4 		$296K Sell
7,244
-14
-0.2% -$572 ﹤0.01% 2443
2022
Q3 		$263K Buy
7,258
+207
+3% +$8.41K ﹤0.01% 2473
2022
Q2 		$277K Buy
7,051
+163
+2% +$7.01K ﹤0.01% 2452
2022
Q1 		$309K Sell
6,888
-10,572
-61% -$477K ﹤0.01% 2528
2021
Q4 		$776K Buy
+17,460
New +$758K ﹤0.01% 1757
2021
Q3 		– Sell
-7,789
Closed -$328K – 3196
2021
Q2 		$328K Buy
+7,789
New +$329K ﹤0.01% 2398

Other funds holding QVMT

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ACM
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Invesco
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DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
LI
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KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AFO
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