SA
QVMT

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

Sanctuary 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 		$363K Sell
5,200
-314
-6% -$20.4K ﹤0.01% 2197
2026
Q1 		$328K Buy
5,514
+482
+10% +$28.8K ﹤0.01% 2035
2025
Q4 		$287K Buy
5,032
+856
+20% +$47.4K ﹤0.01% 2047
2025
Q3 		$229K Sell
4,176
-283
-6% -$15K ﹤0.01% 2184
2025
Q2 		$232K Sell
4,459
-401
-8% -$20K ﹤0.01% 2078
2025
Q1 		$251K Sell
4,860
-1,725
-26% -$88.1K ﹤0.01% 1896
2024
Q4 		$340K Buy
6,585
+421
+7% +$21.5K ﹤0.01% 1918
2024
Q3 		$331K Buy
+6,164
New +$301K ﹤0.01% 1930

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

Sanctuary Advisors's QVMT Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 5.7% in Q2 2026, selling an estimated $20.4K and leaving 5,200 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Sanctuary Advisors first reported a position in QVMT in Q3 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Sanctuary Advisors held 5,200 shares of Invesco S&P 500 Concentrated QVM ETF worth $363K as of Q2 2026.
  • Sanctuary Advisors sold 314 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $20.4K.
  • Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2197 holding.
  • Sanctuary Advisors first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q3 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.