Sowell Financial Services’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Sowell Financial Services’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	$313K	Sell	4,483 -60	-1%	-$3.9K	0.01%	857
2026 Q1	$270K	Buy	4,543 +9	+0.2%	+$538	0.01%	875
2025 Q4	$259K	Buy	4,534 +126	+3%	+$6.98K	0.01%	892
2025 Q3	$242K	Sell	4,408 -10	-0.2%	-$531	0.01%	905
2025 Q2	$230K	Buy	4,418 +9	+0.2%	+$450	0.01%	899
2025 Q1	$228K	Buy	+4,409	New	+$225K	0.01%	880
2021 Q2	–	Sell	-704	Closed	-$30K	–	2416
2021 Q1	$30K	Buy	+704	New	+$26.4K	﹤0.01%	1873

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

Sowell Financial Services's QVMT Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 1.3% in Q2 2026, selling an estimated $3.9K and leaving 4,483 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #857.

Sowell Financial Services first reported a position in QVMT in Q1 2021 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Sowell Financial Services held 4,483 shares of Invesco S&P 500 Concentrated QVM ETF worth $313K as of Q2 2026.
Sowell Financial Services sold 60 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $3.9K.
Invesco S&P 500 Concentrated QVM ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #857 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q1 2021 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.