Integrated Wealth Concepts’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Integrated Wealth Concepts’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	$51.1K	Buy	+732	New	+$47.5K	﹤0.01%	3345

Other funds holding QVMT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 732 shares worth $51.1K. The stake represents ﹤0.01% of the portfolio and ranks #3345 among its holdings.

54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Integrated Wealth Concepts held 732 shares of Invesco S&P 500 Concentrated QVM ETF worth $51.1K as of Q2 2026.
Invesco S&P 500 Concentrated QVM ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3345 holding.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

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