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
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 $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
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return