CFD
QVMT

Creative Financial Designs’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Creative Financial Designs’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 		$137K Sell
1,958
-255
-12% -$16.6K 0.01% 706
2026
Q1 		$132K Sell
2,213
-9,612
-81% -$575K 0.01% 620
2025
Q4 		$675K Buy
11,825
+2,376
+25% +$132K 0.04% 287
2025
Q3 		$518K Buy
9,449
+714
+8% +$37.9K 0.03% 321
2025
Q2 		$454K Buy
8,735
+1,349
+18% +$67.4K 0.03% 332
2025
Q1 		$382K Buy
7,386
+799
+12% +$40.8K 0.03% 323
2024
Q4 		$324K Buy
6,587
+186
+3% +$9.5K 0.03% 355
2024
Q3 		$319K Sell
6,401
-13,029
-67% -$636K 0.03% 358
2024
Q2 		$930K Buy
19,430
+509
+3% +$24.6K 0.08% 187
2024
Q1 		$943K Buy
18,921
+7,743
+69% +$355K 0.09% 171
2023
Q4 		$494K Buy
11,178
+6,483
+138% +$266K 0.05% 248
2023
Q3 		$190K Buy
4,695
+3,268
+229% +$136K 0.02% 345
2023
Q2 		$58.1K Sell
1,427
-20
-1% -$791 0.01% 598
2023
Q1 		$58K Sell
1,447
-227
-14% -$9.57K 0.01% 565
2022
Q4 		$68.5K Sell
1,674
-49
-3% -$2K 0.01% 517
2022
Q3 		$62K Sell
1,723
-350
-17% -$14.2K 0.01% 509
2022
Q2 		$81K Buy
2,073
+1,470
+244% +$63.2K 0.01% 469
2022
Q1 		$27K Sell
603
-47
-7% -$2.12K ﹤0.01% 706
2021
Q4 		$29K Buy
+650
New +$28.2K ﹤0.01% 683

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Financial Designs's QVMT Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 12% in Q2 2026, selling an estimated $16.6K and leaving 1,958 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #706.

Creative Financial Designs first reported a position in QVMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $943K in Q1 2024. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Creative Financial Designs held 1,958 shares of Invesco S&P 500 Concentrated QVM ETF worth $137K as of Q2 2026.
  • Creative Financial Designs sold 255 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $16.6K.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #706 holding.
  • Creative Financial Designs first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2021 and has held it in 19 quarters since.
  • Creative Financial Designs's Invesco S&P 500 Concentrated QVM ETF position peaked at $943K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.