MCC
QVMT

Money Concepts Capital’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-138
Closed -$5.64K – 2567
2022
Q4 		$5.64K Buy
138
+101
+273% +$4.13K ﹤0.01% 2289
2022
Q3 		$1K Hold
37
– – ﹤0.01% 1507
2022
Q2 		$1K Sell
37
-21
-36% -$903 ﹤0.01% 1395
2022
Q1 		$3K Buy
58
+21
+57% +$947 ﹤0.01% 2388
2021
Q4 		$2K Buy
+37
New +$1.61K ﹤0.01% 736
2021
Q1 		$1K Hold
37
– – ﹤0.01% 707
2020
Q4 		$1K Buy
+37
New +$1.14K ﹤0.01% 653

Other funds holding QVMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return