LPL Financial’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

LPL Financial’s Portfolio QVML Stock Details QVML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.49M	Buy	91,201 +12,671	+16%	+$507K	﹤0.01%	2954
2025 Q4	$3.16M	Buy	78,530 +35,089	+81%	+$1.4M	﹤0.01%	2959
2025 Q3	$1.71M	Sell	43,441 -9,180	-17%	-$348K	﹤0.01%	3468
2025 Q2	$1.93M	Buy	52,621 +28,484	+118%	+$966K	﹤0.01%	3154
2025 Q1	$809K	Buy	+24,137	New	+$843K	﹤0.01%	3739

Other funds holding QVML

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

LPL Financial's QVML Position: Q1 2026 in Review

LPL Financial increased its Invesco S&P 500 QVM Multi-factor ETF (QVML) stake by 16% in Q1 2026, buying an estimated $507K and bringing the position to 91,201 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

LPL Financial first reported a position in QVML in Q1 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold QVML as of Q1 2026.

LPL Financial held 91,201 shares of Invesco S&P 500 QVM Multi-factor ETF worth $3.49M as of Q1 2026.
LPL Financial bought 12,671 Invesco S&P 500 QVM Multi-factor ETF shares in Q1 2026, an estimated $507K.
Invesco S&P 500 QVM Multi-factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2954 holding.
LPL Financial first reported a position in Invesco S&P 500 QVM Multi-factor ETF in Q1 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.