Gilbert Capital Group’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

Gilbert Capital Group’s Portfolio QVML Stock Details QVML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.69M	Buy	+81,770	New	+$3.68M	2.59%	14

Other funds holding QVML

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

TFB Advisors Overland Park, Kansas $245M AUM 19.16% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Richardson Financial Services Medway, Massachusetts $176M AUM 19.76% 1-Year Est. Return

Gilbert Capital Group's QVML Position: Q3 2026 in Review

Gilbert Capital Group opened a new position in Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q3 2026: 81,770 shares worth $3.69M. The stake represents 2.59% of the portfolio and ranks #14 among its holdings.

17 funds tracked by Wall St. Rank hold QVML as of Q3 2026.

Gilbert Capital Group held 81,770 shares of Invesco S&P 500 QVM Multi-factor ETF worth $3.69M as of Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF was a new Gilbert Capital Group position in Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF made up 2.59% of Gilbert Capital Group's portfolio in Q3 2026, its #14 holding.
17 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q3 2026.

Based on Gilbert Capital Group's 13F filing for Q3 2026, filed 28 Oct 2026.