Raymond James Financial
QVMT

Raymond James Financial’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Raymond James Financial’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 		$1.25M Buy
17,909
+9,755
+120% +$633K ﹤0.01% 3833
2026
Q1 		$485K Buy
+8,154
New +$487K ﹤0.01% 4362
2025
Q3 		– Sell
-2,000
Closed -$104K – 6526
2025
Q2 		$104K Buy
+2,000
New +$99.9K ﹤0.01% 4851

Other funds holding QVMT

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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LI
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
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's QVMT Position: Q2 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 120% in Q2 2026, buying an estimated $633K and bringing the position to 17,909 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Raymond James Financial first reported a position in QVMT in Q2 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Raymond James Financial held 17,909 shares of Invesco S&P 500 Concentrated QVM ETF worth $1.25M as of Q2 2026.
  • Raymond James Financial bought 9,755 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $633K.
  • Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3833 holding.
  • Raymond James Financial first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.