Clear Creek Financial Management’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Clear Creek Financial Management’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 Q1	–	Sell	-185,525	Closed	-$9.13M	–	545
2024 Q4	$9.13M	Buy	185,525 +13,009	+8%	+$665K	0.99%	21
2024 Q3	$8.59M	Buy	172,516 +986	+0.6%	+$48.2K	0.97%	23
2024 Q2	$8.21M	Buy	171,530 +6,888	+4%	+$332K	1%	18
2024 Q1	$8.21M	Buy	164,642 +140,305	+577%	+$6.42M	1.05%	18
2023 Q4	$1.08M	Buy	+24,337	New	+$997K	0.17%	106

Other funds holding QVMT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

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

DWA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Creek Financial Management's QVMT Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2025, closing a stake of 185,525 shares — an estimated $9.13M sold.

Clear Creek Financial Management first reported a position in QVMT in Q4 2023 and held it in 5 quarters. The position peaked at $9.13M in Q4 2024. 43 funds tracked by Wall St. Rank hold QVMT as of Q1 2025.

Clear Creek Financial Management reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2025 after selling out during the quarter.
Clear Creek Financial Management sold 185,525 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2025, an estimated $9.13M.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2023 and held it in 5 quarters.
Clear Creek Financial Management's Invesco S&P 500 Concentrated QVM ETF position peaked at $9.13M in Q4 2024.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.