CSPIA
QVMT

Cary Street Partners Investment Advisory’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-370
Closed -$15.1K – 1721
2022
Q4 		$15.1K Buy
+370
New +$15.1K ﹤0.01% 1041

Other funds holding QVMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 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

Cary Street Partners Investment Advisory's QVMT Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2023, closing a stake of 370 shares — an estimated $15.1K sold.

Cary Street Partners Investment Advisory first reported a position in QVMT in Q4 2022 and held it in 1 quarter. The position peaked at $15.1K in Q4 2022. 34 funds tracked by Wall St. Rank hold QVMT as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 370 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2023, an estimated $15.1K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco S&P 500 Concentrated QVM ETF position peaked at $15.1K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.