IA
QVMT

IFP Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-1,847
Closed -$63K – 4308
2022
Q4 		$63K Buy
1,847
+915
+98% +$37.4K ﹤0.01% 2080
2022
Q3 		$32K Hold
932
– – ﹤0.01% 2728
2022
Q2 		$32K Hold
932
– – ﹤0.01% 2490
2022
Q1 		$32K Buy
+932
New +$42K ﹤0.01% 2490
2021
Q2 		– Sell
-16,236
Closed -$685K – 3223
2021
Q1 		$650K Sell
16,236
-95
-0.6% -$3.56K 0.01% 456
2020
Q4 		$547K Sell
16,331
-586
-3% -$18.1K 0.02% 482
2020
Q3 		$458K Sell
16,917
-13,074
-44% -$369K 0.03% 448
2020
Q2 		$820K Buy
29,991
+11,501
+62% +$310K 0.07% 306
2020
Q1 		$460K Buy
+18,490
New +$616K 0.05% 370
2018
Q3 		– Sell
-4,340
Closed -$147K – 4009
2018
Q2 		$147K Buy
4,340
+328
+8% +$11.2K 0.01% 1252
2018
Q1 		$139K Hold
4,012
– – 0.01% 1181
2017
Q4 		$139K Sell
4,012
-214
-5% -$7.23K 0.01% 1190
2017
Q3 		$138K Buy
4,226
+509
+14% +$16.3K 0.01% 1363
2017
Q2 		$119K Buy
3,717
+152
+4% +$4.72K 0.01% 1436
2017
Q1 		$110K Buy
+3,565
New +$110K ﹤0.01% 1441

Other funds holding QVMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

IFP Advisors's QVMT Position: Q1 2023 in Review

IFP Advisors sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2023, closing a stake of 1,847 shares — an estimated $63K sold.

IFP Advisors first reported a position in QVMT in Q1 2017 and held it in 15 quarters. The position peaked at $820K in Q2 2020. 34 funds tracked by Wall St. Rank hold QVMT as of Q1 2023.

  • IFP Advisors reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,847 Invesco S&P 500 Concentrated QVM ETF shares in Q1 2023, an estimated $63K.
  • IFP Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q1 2017 and held it in 15 quarters.
  • IFP Advisors's Invesco S&P 500 Concentrated QVM ETF position peaked at $820K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.