Koshinski Asset Management
QVMT

Koshinski Asset Management’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-800
Closed -$35.9K – 1787
2022
Q1 		$35.9K Hold
800
– – ﹤0.01% 1240
2021
Q4 		$35.5K Hold
800
– – ﹤0.01% 1270
2021
Q3 		$33K Buy
+800
New +$33.4K ﹤0.01% 1272

Other funds holding QVMT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 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
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Koshinski Asset Management's QVMT Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2022, closing a stake of 800 shares — an estimated $35.9K sold.

Koshinski Asset Management first reported a position in QVMT in Q3 2021 and held it in 3 quarters. The position peaked at $35.9K in Q1 2022. 36 funds tracked by Wall St. Rank hold QVMT as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 800 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2022, an estimated $35.9K.
  • Koshinski Asset Management first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco S&P 500 Concentrated QVM ETF position peaked at $35.9K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.