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QVMT

Owen LaRue’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Owen LaRue’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
Q2 		– Sell
-4,931
Closed -$204K – 92
2023
Q1 		$204K Hold
4,931
– – 0.22% 69
2022
Q4 		$204K Buy
+4,931
New +$201K 0.22% 69

Other funds holding QVMT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Owen LaRue's QVMT Position: Q2 2023 in Review

Owen LaRue sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2023, closing a stake of 4,931 shares — an estimated $204K sold.

Owen LaRue first reported a position in QVMT in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 31 funds tracked by Wall St. Rank hold QVMT as of Q2 2023.

  • Owen LaRue reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q2 2023 after selling out during the quarter.
  • Owen LaRue sold 4,931 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2023, an estimated $204K.
  • Owen LaRue first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2022 and held it in 2 quarters.
  • Owen LaRue's Invesco S&P 500 Concentrated QVM ETF position peaked at $204K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.