Richardson Financial Services’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

Richardson Financial Services’s Portfolio QVML Stock Details QVML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59.6K	Buy	+1,321	New	+$59.5K	0.03%	300

Other funds holding QVML

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

TFB Advisors Overland Park, Kansas $245M AUM 19.16% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Richardson Financial Services's QVML Position: Q3 2026 in Review

Richardson Financial Services opened a new position in Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q3 2026: 1,321 shares worth $59.6K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

17 funds tracked by Wall St. Rank hold QVML as of Q3 2026.

Richardson Financial Services held 1,321 shares of Invesco S&P 500 QVM Multi-factor ETF worth $59.6K as of Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF was a new Richardson Financial Services position in Q3 2026.
Invesco S&P 500 QVM Multi-factor ETF made up 0.03% of Richardson Financial Services's portfolio in Q3 2026, its #300 holding.
17 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.