SS
QVMT

Sunbelt Securities’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-653
Closed -$32.1K – 2853
2025
Q2 		$32.1K Buy
+653
New +$32.6K ﹤0.01% 1043
2025
Q1 		– Sell
-653
Closed -$32K – 1895
2024
Q4 		$32K Sell
653
-397
-38% -$20.3K ﹤0.01% 1045
2024
Q3 		$52.3K Buy
1,050
+3
+0.3% +$147 0.01% 927
2024
Q2 		$50.1K Buy
1,047
+1
+0.1% +$48 0.01% 902
2024
Q1 		$52.1K Sell
1,046
-999
-49% -$45.7K 0.01% 863
2023
Q4 		$90.4K Buy
2,045
+1
+0% +$41 0.01% 695
2023
Q3 		$82.8K Sell
2,044
-129
-6% -$5.36K 0.01% 697
2023
Q2 		$88.4K Buy
2,173
+1
+0% +$40 0.01% 672
2023
Q1 		$86.2K Buy
+2,172
New +$91.6K 0.01% 617

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
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's QVMT Position: Q3 2025 in Review

Sunbelt Securities sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q3 2025, closing a stake of 653 shares — an estimated $32.1K sold.

Sunbelt Securities first reported a position in QVMT in Q1 2023 and held it in 9 quarters. The position peaked at $90.4K in Q4 2023. 42 funds tracked by Wall St. Rank hold QVMT as of Q3 2025.

  • Sunbelt Securities reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 653 Invesco S&P 500 Concentrated QVM ETF shares in Q3 2025, an estimated $32.1K.
  • Sunbelt Securities first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's Invesco S&P 500 Concentrated QVM ETF position peaked at $90.4K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.