UBS Group
QVML icon

UBS Group’s Invesco S&P 500 QVM Multi-factor ETF QVML Stock Holding History

UBS Group’s Portfolio QVML Stock Details QVML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-59
Closed -$2.37K – 11043
2025
Q4 		$2.37K Buy
+59
New +$2.35K ﹤0.01% 9322
2025
Q2 		– Sell
-12
Closed -$402 – 10744
2025
Q1 		$402 Buy
+12
New +$419 ﹤0.01% 9794
2024
Q4 		– Sell
-6
Closed -$204 – 10311
2024
Q3 		$204 Sell
6
-82
-93% -$2.69K ﹤0.01% 9072
2024
Q2 		$2.85K Sell
88
-86
-49% -$2.68K ﹤0.01% 8295
2024
Q1 		$5.41K Sell
174
-27
-13% -$795 ﹤0.01% 7545
2023
Q4 		$5.58K Buy
+201
New +$5.25K ﹤0.01% 7778
2023
Q1 		– Sell
-580
Closed -$13.4K – 10239
2022
Q4 		$13.4K Sell
580
-22
-4% -$508 ﹤0.01% 8174
2022
Q3 		$13K Sell
602
-201
-25% -$4.77K ﹤0.01% 8059
2022
Q2 		$18K Sell
803
-206
-20% -$5.04K ﹤0.01% 7028
2022
Q1 		$27K Buy
1,009
+877
+664% +$23.1K ﹤0.01% 7107
2021
Q4 		$4K Buy
132
+131
+13,100% +$3.54K ﹤0.01% 9542
2021
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 9980

Other funds holding QVML

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's QVML Position: Q1 2026 in Review

UBS Group sold out of Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q1 2026, closing a stake of 59 shares — an estimated $2.37K sold.

UBS Group first reported a position in QVML in Q3 2021 and held it in 12 quarters. The position peaked at $27K in Q1 2022. 18 funds tracked by Wall St. Rank hold QVML as of Q1 2026.

  • UBS Group reported no remaining Invesco S&P 500 QVM Multi-factor ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 59 Invesco S&P 500 QVM Multi-factor ETF shares in Q1 2026, an estimated $2.37K.
  • UBS Group first reported a position in Invesco S&P 500 QVM Multi-factor ETF in Q3 2021 and held it in 12 quarters.
  • UBS Group's Invesco S&P 500 QVM Multi-factor ETF position peaked at $27K in Q1 2022.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.