Morgan Stanley
QVMS

Morgan Stanley’s Invesco S&P SmallCap 600 QVM Multi-factor ETF QVMS Stock Holding History

Morgan Stanley’s Portfolio QVMS Stock Details QVMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$31 – 8551
2026
Q1 		$31 Hold
1
– – ﹤0.01% 8096
2025
Q4 		$35 Sell
1
-80
-99% -$2.25K ﹤0.01% 7970
2025
Q3 		$2.27K Buy
81
+1
+1% +$27 ﹤0.01% 7280
2025
Q2 		$2.06K Buy
80
+79
+7,900% +$1.92K ﹤0.01% 7212
2025
Q1 		$32 Buy
+1
New +$26 ﹤0.01% 7857

Other funds holding QVMS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Morgan Stanley's QVMS Position: Q2 2026 in Review

Morgan Stanley sold out of Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) in Q2 2026, closing a stake of 1 share — an estimated $31 sold.

Morgan Stanley first reported a position in QVMS in Q1 2025 and held it in 5 quarters. The position peaked at $2.27K in Q3 2025. 8 funds tracked by Wall St. Rank hold QVMS as of Q2 2026.

  • Morgan Stanley reported no remaining Invesco S&P SmallCap 600 QVM Multi-factor ETF position as of Q2 2026 after selling out during the quarter.
  • Morgan Stanley sold 1 Invesco S&P SmallCap 600 QVM Multi-factor ETF share in Q2 2026, an estimated $31.
  • Morgan Stanley first reported a position in Invesco S&P SmallCap 600 QVM Multi-factor ETF in Q1 2025 and held it in 5 quarters.
  • Morgan Stanley's Invesco S&P SmallCap 600 QVM Multi-factor ETF position peaked at $2.27K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 QVM Multi-factor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.