Halbert Hargrove Global Advisors’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

Halbert Hargrove Global Advisors’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	$136	Buy	+3	New	+$135	﹤0.01%	356

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

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

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's QVML Position: Q3 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q3 2026: 3 shares worth $136. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

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

Halbert Hargrove Global Advisors held 3 shares of Invesco S&P 500 QVM Multi-factor ETF worth $136 as of Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF was a new Halbert Hargrove Global Advisors position in Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #356 holding.
9 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.