Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

Gladstone Institutional Advisory’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 		$4.65M Buy
+102,963
New +$4.63M 0.13% 164

Other funds holding QVML

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
SIA
Strategic Investment Advisors Farmington Hills, Michigan $1.67B AUM 14.96% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
RPg Family Wealth Advisory
RPg Family Wealth Advisory Burlington, Massachusetts $562M AUM 25.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Gilbert Capital Group
Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return
Retirement Management Systems
Retirement Management Systems Leonardtown, Maryland $515M AUM 12.71% 1-Year Est. Return

Gladstone Institutional Advisory's QVML Position: Q3 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q3 2026: 102,963 shares worth $4.65M. The stake represents 0.13% of the portfolio and ranks #164 among its holdings.

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

  • Gladstone Institutional Advisory held 102,963 shares of Invesco S&P 500 QVM Multi-factor ETF worth $4.65M as of Q3 2026.
  • Invesco S&P 500 QVM Multi-factor ETF was a new Gladstone Institutional Advisory position in Q3 2026.
  • Invesco S&P 500 QVM Multi-factor ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #164 holding.
  • 40 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.