Farther Finance Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Farther Finance Advisors’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 Q3	$703K	Buy	10,882 +6	+0.1%	+$395	0.01%	1342
2026 Q2	$758K	Sell	10,876 -86	-0.8%	-$5.58K	0.01%	1272
2026 Q1	$657K	Buy	10,962 +13	+0.1%	+$777	0.01%	1216
2025 Q4	$625K	Sell	10,949 -879	-7%	-$48.7K	0.01%	1168
2025 Q3	$649K	Sell	11,828 -1,801	-13%	-$95.6K	0.01%	941
2025 Q2	$709K	Buy	13,629 +11,860	+670%	+$592K	0.01%	743
2025 Q1	$91.3K	Buy	1,769 +10	+0.6%	+$511	﹤0.01%	1592
2024 Q4	$86.6K	Buy	1,759 +10	+0.6%	+$511	﹤0.01%	1374
2024 Q3	$87.1K	Buy	+1,749	New	+$85.4K	﹤0.01%	1370

Other funds holding QVMT

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Farther Finance Advisors's QVMT Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 0.06% in Q3 2026, buying an estimated $395 and bringing the position to 10,882 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #1342.

Farther Finance Advisors first reported a position in QVMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $758K in Q2 2026. 4 funds tracked by Wall St. Rank hold QVMT as of Q3 2026.

Farther Finance Advisors held 10,882 shares of Invesco S&P 500 Concentrated QVM ETF worth $703K as of Q3 2026.
Farther Finance Advisors bought 6 Invesco S&P 500 Concentrated QVM ETF shares in Q3 2026, an estimated $395.
Invesco S&P 500 Concentrated QVM ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1342 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco S&P 500 Concentrated QVM ETF position peaked at $758K in Q2 2026.
4 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.