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
Q2 		$1.59K Buy
+36
New +$1.54K ﹤0.01% 9514
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 $9.05B AUM 13.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $600M AUM 36.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

UBS Group's QVML Position: Q2 2026 in Review

UBS Group opened a new position in Invesco S&P 500 QVM Multi-factor ETF (QVML) in Q2 2026: 36 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #9514 among its holdings. This is a return to the name: UBS Group previously reported a position in QVML as recently as Q4 2025.

UBS Group first reported a position in QVML in Q3 2021 and has held it in 13 quarters since. The position peaked at $27K in Q1 2022. 21 funds tracked by Wall St. Rank hold QVML as of Q2 2026.

  • UBS Group held 36 shares of Invesco S&P 500 QVM Multi-factor ETF worth $1.59K as of Q2 2026.
  • Invesco S&P 500 QVM Multi-factor ETF was a new UBS Group position in Q2 2026.
  • Invesco S&P 500 QVM Multi-factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9514 holding.
  • UBS Group first reported a position in Invesco S&P 500 QVM Multi-factor ETF in Q3 2021 and has held it in 13 quarters since.
  • UBS Group's Invesco S&P 500 QVM Multi-factor ETF position peaked at $27K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 QVM Multi-factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.