HAG
QVMT

HighPoint Advisor Group’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

HighPoint Advisor Group’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 		$456K Sell
6,519
-46
-0.7% -$2.99K 0.02% 490
2026
Q1 		$390K Sell
6,565
-943
-13% -$56.4K 0.02% 478
2025
Q4 		$429K Buy
+7,508
New +$416K 0.01% 711

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

HighPoint Advisor Group's QVMT Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 0.7% in Q2 2026, selling an estimated $2.99K and leaving 6,519 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #490.

HighPoint Advisor Group first reported a position in QVMT in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • HighPoint Advisor Group held 6,519 shares of Invesco S&P 500 Concentrated QVM ETF worth $456K as of Q2 2026.
  • HighPoint Advisor Group sold 46 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $2.99K.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #490 holding.
  • HighPoint Advisor Group first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.