SF
QVMT

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

Summit 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 		$282K Buy
+4,030
New +$262K ﹤0.01% 1355
2026
Q1 		– Sell
-4,030
Closed -$230K – 1460
2025
Q4 		$230K Buy
+4,030
New +$223K ﹤0.01% 1185

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

Summit Financial's QVMT Position: Q2 2026 in Review

Summit Financial opened a new position in Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q2 2026: 4,030 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Summit Financial previously reported a position in QVMT as recently as Q4 2025.

Summit Financial first reported a position in QVMT in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Summit Financial held 4,030 shares of Invesco S&P 500 Concentrated QVM ETF worth $282K as of Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF was a new Summit Financial position in Q2 2026.
  • Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1355 holding.
  • Summit Financial first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.