Goldman Sachs
QVMT

Goldman Sachs’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Goldman Sachs’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
2024
Q3 		– Sell
-7,878
Closed -$377K – 6060
2024
Q2 		$377K Hold
7,878
– – ﹤0.01% 4981
2024
Q1 		$393K Buy
+7,878
New +$361K ﹤0.01% 4856
2022
Q2 		– Sell
-9,612
Closed -$431K – 6701
2022
Q1 		$431K Hold
9,612
– – ﹤0.01% 5417
2021
Q4 		$427K Hold
9,612
– – ﹤0.01% 5472
2021
Q3 		$396K Sell
9,612
-228
-2% -$9.53K ﹤0.01% 5338
2021
Q2 		$414K Hold
9,840
– – ﹤0.01% 5324
2021
Q1 		$393K Buy
+9,840
New +$369K ﹤0.01% 5275
2017
Q4 		– Sell
-350,000
Closed -$11.4M – 6634
2017
Q3 		$11.4M Hold
350,000
– – ﹤0.01% 2461
2017
Q2 		$11.2M Buy
+350,000
New +$10.9M ﹤0.01% 2427

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $131M AUM 12.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return