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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFO

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

Cambridge Investment Research Advisors's QVMT Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2025, closing a stake of 69,904 shares — an estimated $3.62M sold.

Cambridge Investment Research Advisors first reported a position in QVMT in Q2 2021 and held it in 11 quarters. The position peaked at $3.62M in Q1 2025. 44 funds tracked by Wall St. Rank hold QVMT as of Q2 2025.

Cambridge Investment Research Advisors reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q2 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 69,904 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2025, an estimated $3.62M.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2021 and held it in 11 quarters.
Cambridge Investment Research Advisors's Invesco S&P 500 Concentrated QVM ETF position peaked at $3.62M in Q1 2025.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.