Truist Financial
QVMT

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

Truist 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 		$438K Sell
6,262
-108
-2% -$7.01K ﹤0.01% 2290
2026
Q1 		$379K Sell
6,370
-1,621
-20% -$96.9K ﹤0.01% 2257
2025
Q4 		$456K Sell
7,991
-131
-2% -$7.26K ﹤0.01% 2099
2025
Q3 		$446K Sell
8,122
-604
-7% -$32K ﹤0.01% 2097
2025
Q2 		$454K Sell
8,726
-15
-0.2% -$749 ﹤0.01% 2008
2025
Q1 		$452K Sell
8,741
-944
-10% -$48.2K ﹤0.01% 1925
2024
Q4 		$477K Sell
9,685
-228
-2% -$11.7K ﹤0.01% 1916
2024
Q3 		$494K Sell
9,913
-871
-8% -$42.5K ﹤0.01% 1874
2024
Q2 		$516K Buy
+10,784
New +$520K ﹤0.01% 1958

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

Truist Financial's QVMT Position: Q2 2026 in Review

Truist Financial reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 1.7% in Q2 2026, selling an estimated $7.01K and leaving 6,262 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Truist Financial first reported a position in QVMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q2 2024. 54 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

  • Truist Financial held 6,262 shares of Invesco S&P 500 Concentrated QVM ETF worth $438K as of Q2 2026.
  • Truist Financial sold 108 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $7.01K.
  • Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2290 holding.
  • Truist Financial first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q2 2024 and has held it in 9 quarters since.
  • Truist Financial's Invesco S&P 500 Concentrated QVM ETF position peaked at $516K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.