RRMM
QVMT

Regatta Research & Money Management’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Regatta Research & Money 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
2026
Q2 		$160K Buy
+2,284
New +$148K 0.15% 131

Other funds holding QVMT

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
LI
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
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Regatta Research & Money Management's QVMT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 2,284 shares worth $160K. The stake represents 0.15% of the portfolio and ranks #131 among its holdings.

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

  • Regatta Research & Money Management held 2,284 shares of Invesco S&P 500 Concentrated QVM ETF worth $160K as of Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.15% of Regatta Research & Money Management's portfolio in Q2 2026, its #131 holding.
  • 37 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.