CPP
QVMT

Capasso Planning Partners’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Capasso Planning Partners’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
-10,779
Closed -$557K – 99
2025
Q1 		$557K Buy
10,779
+197
+2% +$10.1K 0.23% 65
2024
Q4 		$521K Buy
10,582
+1
+0% +$51 0.21% 71
2024
Q3 		$527K Hold
10,581
– – 0.16% 92
2024
Q2 		$507K Buy
10,581
+586
+6% +$28.3K 0.16% 85
2024
Q1 		$498K Sell
9,995
-4,191
-30% -$192K 0.21% 60
2023
Q4 		$627K Buy
14,186
+184
+1% +$7.54K 0.29% 50
2023
Q3 		$567K Buy
14,002
+1,512
+12% +$62.8K 0.3% 47
2023
Q2 		$508K Sell
12,490
-400
-3% -$15.8K 0.27% 53
2023
Q1 		$517K Buy
+12,890
New +$543K 0.3% 55

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $131M AUM 12.69% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
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
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return