Commonwealth Equity Services’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$276K	Buy	+3,956	New	+$257K	﹤0.01%	3829
2023 Q1	–	Sell	-5,398	Closed	-$220K	–	3855
2022 Q4	$220K	Buy	+5,398	New	+$220K	﹤0.01%	3137
2022 Q3	–	Sell	-5,398	Closed	-$212K	–	3762
2022 Q2	$212K	Hold	5,398	–	–	﹤0.01%	3144
2022 Q1	$241K	Buy	5,398 +836	+18%	+$37.7K	﹤0.01%	3156
2021 Q4	$202K	Buy	+4,562	New	+$198K	﹤0.01%	3301

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFO

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services's QVMT Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 3,956 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #3829 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in QVMT as recently as Q4 2022.

Commonwealth Equity Services first reported a position in QVMT in Q4 2021 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Commonwealth Equity Services held 3,956 shares of Invesco S&P 500 Concentrated QVM ETF worth $276K as of Q2 2026.
Invesco S&P 500 Concentrated QVM ETF was a new Commonwealth Equity Services position in Q2 2026.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3829 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2021 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.