GRP
QVMT

Global Retirement Partners’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Global Retirement Partners’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
Q2 		$350K Buy
+5,003
New +$325K 0.01% 1221
2025
Q4 		$315K Buy
5,517
+417
+8% +$23.1K 0.01% 1220
2025
Q3 		$280K Sell
5,100
-20
-0.4% -$1.06K 0.01% 1009
2025
Q2 		$266K Buy
+5,120
New +$256K 0.01% 958
2024
Q4 		$236K Buy
4,803
+43
+0.9% +$2.2K 0.01% 882
2024
Q3 		$237K Sell
4,760
-911
-16% -$44.5K 0.01% 859
2024
Q2 		$271K Buy
5,671
+109
+2% +$5.26K 0.01% 785
2024
Q1 		$277K Buy
5,562
+2,588
+87% +$119K 0.01% 683
2023
Q4 		$129K Buy
2,974
+68
+2% +$2.79K 0.01% 920
2023
Q3 		$114K Buy
2,906
+1,994
+219% +$82.9K 0.01% 882
2023
Q2 		$37.1K Buy
912
+18
+2% +$712 ﹤0.01% 1416
2023
Q1 		$34.5K Sell
894
-1,979
-69% -$83.4K ﹤0.01% 1399
2022
Q4 		$117K Buy
2,873
+2,073
+259% +$84.7K 0.01% 761
2022
Q3 		$33K Sell
800
-764
-49% -$31K ﹤0.01% 1177
2022
Q2 		$61K Buy
1,564
+128
+9% +$5.5K ﹤0.01% 923
2022
Q1 		$62K Buy
+1,436
New +$64.8K ﹤0.01% 911

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's QVMT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 5,003 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QVMT as recently as Q4 2025.

Global Retirement Partners first reported a position in QVMT in Q1 2022 and has held it in 16 quarters since. 53 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Global Retirement Partners held 5,003 shares of Invesco S&P 500 Concentrated QVM ETF worth $350K as of Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1221 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q1 2022 and has held it in 16 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.