IWC
QVMS

Integrated Wealth Concepts’s Invesco S&P SmallCap 600 QVM Multi-factor ETF QVMS Stock Holding History

Integrated Wealth Concepts’s Portfolio QVMS Stock Details QVMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Buy
+850
New +$27.4K ﹤0.01% 3781

Other funds holding QVMS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Integrated Wealth Concepts's QVMS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) in Q2 2026: 850 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #3781 among its holdings.

8 funds tracked by Wall St. Rank hold QVMS as of Q2 2026.

  • Integrated Wealth Concepts held 850 shares of Invesco S&P SmallCap 600 QVM Multi-factor ETF worth $29.8K as of Q2 2026.
  • Invesco S&P SmallCap 600 QVM Multi-factor ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco S&P SmallCap 600 QVM Multi-factor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3781 holding.
  • 8 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 QVM Multi-factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.