JO
QVMT

John Overdeck’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

John Overdeck’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
2025
Q3 		– Sell
-14,200
Closed -$739K – 3918
2025
Q2 		$739K Buy
+14,200
New +$709K ﹤0.01% 2403

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
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's QVMT Position: Q3 2025 in Review

John Overdeck sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q3 2025, closing a stake of 14,200 shares — an estimated $739K sold.

John Overdeck first reported a position in QVMT in Q2 2025 and held it in 1 quarter. The position peaked at $739K in Q2 2025. 42 funds tracked by Wall St. Rank hold QVMT as of Q3 2025.

  • John Overdeck reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 14,200 Invesco S&P 500 Concentrated QVM ETF shares in Q3 2025, an estimated $739K.
  • John Overdeck first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2025 and held it in 1 quarter.
  • John Overdeck's Invesco S&P 500 Concentrated QVM ETF position peaked at $739K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.