Professional Financial Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Professional Financial 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 Q2	$382K	Sell	5,461 -2,439	-31%	-$158K	0.07%	100
2026 Q1	$470K	Hold	7,900	–	–	0.1%	96
2025 Q4	$451K	Sell	7,900 -54	-0.7%	-$2.99K	0.09%	91
2025 Q3	$436K	Hold	7,954	–	–	0.09%	90
2025 Q2	$414K	Hold	7,954	–	–	0.1%	87
2025 Q1	$411K	Hold	7,954	–	–	0.1%	85
2024 Q4	$391K	Buy	7,954 +38	+0.5%	+$1.94K	0.1%	85
2024 Q3	$394K	Buy	7,916 +39	+0.5%	+$1.91K	0.1%	82
2024 Q2	$377K	Buy	7,877 +35	+0.4%	+$1.69K	0.1%	81
2024 Q1	$391K	Buy	7,842 +36	+0.5%	+$1.65K	0.11%	79
2023 Q4	$345K	Buy	7,806 +43	+0.6%	+$1.76K	0.11%	72
2023 Q3	$314K	Buy	+7,763	New	+$323K	0.14%	77
2022 Q4	–	Sell	-3,934	Closed	-$142K	–	400
2022 Q3	$142K	Buy	3,934 +11	+0.3%	+$447	0.09%	86
2022 Q2	$154K	Buy	3,923 +10	+0.3%	+$430	0.09%	85
2022 Q1	$175K	Sell	3,913 -157	-4%	-$7.08K	0.08%	80
2021 Q4	$181K	Sell	4,070 -216	-5%	-$9.37K	0.08%	104
2021 Q3	$177K	Sell	4,286 -52	-1%	-$2.17K	0.1%	88
2021 Q2	$181K	Hold	4,338	–	–	0.1%	93
2021 Q1	$173K	Sell	4,338 -31,113	-88%	-$1.17M	0.11%	87
2020 Q4	$1.19M	Buy	35,451 +324	+0.9%	+$10K	0.94%	26
2020 Q3	$947K	Buy	+35,127	New	+$991K	0.88%	28
2020 Q1	–	Sell	-10,097	Closed	-$391K	–	71
2019 Q4	$391K	Buy	+10,097	New	+$373K	0.37%	59

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

Professional Financial Advisors's QVMT Position: Q2 2026 in Review

Professional Financial Advisors reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 31% in Q2 2026, selling an estimated $158K and leaving 5,461 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #100.

Professional Financial Advisors first reported a position in QVMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2020. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Professional Financial Advisors held 5,461 shares of Invesco S&P 500 Concentrated QVM ETF worth $382K as of Q2 2026.
Professional Financial Advisors sold 2,439 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $158K.
Invesco S&P 500 Concentrated QVM ETF made up 0.07% of Professional Financial Advisors's portfolio in Q2 2026, its #100 holding.
Professional Financial Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2019 and has held it in 22 quarters since.
Professional Financial Advisors's Invesco S&P 500 Concentrated QVM ETF position peaked at $1.19M in Q4 2020.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.