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QVMT

Harbour Investments’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Harbour Investments’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
Q1 		– Sell
-5,235
Closed -$299K – 4769
2025
Q4 		$299K Buy
5,235
+3,580
+216% +$198K 0.01% 1092
2025
Q3 		$90.8K Buy
1,655
+50
+3% +$2.65K ﹤0.01% 1614
2025
Q2 		$83.5K Hold
1,605
– – ﹤0.01% 1585
2025
Q1 		$83K Buy
1,605
+1,467
+1,063% +$75K ﹤0.01% 1525
2024
Q4 		$6.79K Hold
138
– – ﹤0.01% 2614
2024
Q3 		$6.87K Sell
138
-333
-71% -$16.3K ﹤0.01% 2512
2024
Q2 		$22.5K Hold
471
– – ﹤0.01% 1904
2024
Q1 		$23.5K Buy
471
+456
+3,040% +$20.9K ﹤0.01% 1884
2023
Q4 		$663 Hold
15
– – ﹤0.01% 2885
2023
Q3 		$607 Hold
15
– – ﹤0.01% 2781
2023
Q2 		$611 Hold
15
– – ﹤0.01% 2781
2023
Q1 		$601 Hold
15
– – ﹤0.01% 2776
2022
Q4 		$614 Buy
+15
New +$613 ﹤0.01% 2768

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments's QVMT Position: Q1 2026 in Review

Harbour Investments sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2026, closing a stake of 5,235 shares — an estimated $299K sold.

Harbour Investments first reported a position in QVMT in Q4 2022 and held it in 13 quarters. The position peaked at $299K in Q4 2025. 46 funds tracked by Wall St. Rank hold QVMT as of Q1 2026.

  • Harbour Investments reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 5,235 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2026, an estimated $299K.
  • Harbour Investments first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2022 and held it in 13 quarters.
  • Harbour Investments's Invesco S&P 500 Concentrated QVM ETF position peaked at $299K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.