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

GeoWealth Management’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
2025
Q1 		– Sell
-2,583
Closed -$127K – 1714
2024
Q4 		$127K Buy
2,583
+18
+0.7% +$920 ﹤0.01% 904
2024
Q3 		$128K Buy
+2,565
New +$125K ﹤0.01% 836

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
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GeoWealth Management's QVMT Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2025, closing a stake of 2,583 shares — an estimated $127K sold.

GeoWealth Management first reported a position in QVMT in Q3 2024 and held it in 2 quarters. The position peaked at $128K in Q3 2024. 44 funds tracked by Wall St. Rank hold QVMT as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,583 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2025, an estimated $127K.
  • GeoWealth Management first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Invesco S&P 500 Concentrated QVM ETF position peaked at $128K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.