SMA
QVMT

Sage Mountain Advisors’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Sage Mountain 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 		$126K Buy
1,805
+5
+0.3% +$325 0.01% 241
2026
Q1 		$107K Buy
1,800
+10
+0.6% +$598 0.01% 222
2025
Q4 		$102K Buy
+1,790
New +$99.2K 0.01% 505

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
Raymond James Financial
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
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

Sage Mountain Advisors's QVMT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 0.28% in Q2 2026, buying an estimated $325 and bringing the position to 1,805 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #241.

Sage Mountain Advisors first reported a position in QVMT in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Sage Mountain Advisors held 1,805 shares of Invesco S&P 500 Concentrated QVM ETF worth $126K as of Q2 2026.
  • Sage Mountain Advisors bought 5 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $325.
  • Invesco S&P 500 Concentrated QVM ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #241 holding.
  • Sage Mountain Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.