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

Financial Management Professionals’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
2023 Q1	–	Sell	-548	Closed	-$22K	–	1133
2022 Q4	$22K	Sell	548 -80	-13%	-$3.27K	﹤0.01%	354
2022 Q3	$23K	Buy	628 +416	+196%	+$16.9K	0.01%	332
2022 Q2	$8K	Sell	212 -238	-53%	-$10.2K	﹤0.01%	543
2022 Q1	$20K	Buy	+450	New	+$20.3K	﹤0.01%	360

Other funds holding QVMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

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

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

AFO

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

Financial Management Professionals's QVMT Position: Q1 2023 in Review

Financial Management Professionals sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2023, closing a stake of 548 shares — an estimated $22K sold.

Financial Management Professionals first reported a position in QVMT in Q1 2022 and held it in 4 quarters. The position peaked at $23K in Q3 2022. 34 funds tracked by Wall St. Rank hold QVMT as of Q1 2023.

Financial Management Professionals reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 548 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2023, an estimated $22K.
Financial Management Professionals first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q1 2022 and held it in 4 quarters.
Financial Management Professionals's Invesco S&P 500 Concentrated QVM ETF position peaked at $23K in Q3 2022.
34 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.