PIA
QVMT

Perennial Investment Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Perennial Investment Advisors’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
Q1 		$202K Buy
+3,391
New +$203K 0.02% 483

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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 $302M AUM 14.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perennial Investment Advisors's QVMT Position: Q1 2026 in Review

Perennial Investment Advisors opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q1 2026: 3,391 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #483 among its holdings.

46 funds tracked by Wall St. Rank hold QVMT as of Q1 2026.

  • Perennial Investment Advisors held 3,391 shares of Invesco S&P 500 Concentrated QVM ETF worth $202K as of Q1 2026.
  • Invesco S&P 500 Concentrated QVM ETF was a new Perennial Investment Advisors position in Q1 2026.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #483 holding.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.