MML Investors Services’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

MML Investors Services’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	$322K	Buy	+4,614	New	+$300K	﹤0.01%	2775
2025 Q2	–	Sell	-4,172	Closed	-$216K	–	2877
2025 Q1	$216K	Sell	4,172 -685	-14%	-$35K	﹤0.01%	2507
2024 Q4	$239K	Sell	4,857 -293	-6%	-$15K	﹤0.01%	2395
2024 Q3	$256K	Buy	+5,150	New	+$252K	﹤0.01%	2282

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

MML Investors Services's QVMT Position: Q2 2026 in Review

MML Investors Services opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 4,614 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings. This is a return to the name: MML Investors Services previously reported a position in QVMT as recently as Q1 2025.

MML Investors Services first reported a position in QVMT in Q3 2024 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

MML Investors Services held 4,614 shares of Invesco S&P 500 Concentrated QVM ETF worth $322K as of Q2 2026.
Invesco S&P 500 Concentrated QVM ETF was a new MML Investors Services position in Q2 2026.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2775 holding.
MML Investors Services first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q3 2024 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.