WAS
QVMT

Wealth Advisory Solutions’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-47,842
Closed -$1.3M – 191
2020
Q3 		$1.3M Sell
47,842
-8,051
-14% -$227K 0.35% 71
2020
Q2 		$2.05M Sell
55,893
-16,089
-22% -$433K 0.57% 54
2020
Q1 		$2.2M Sell
71,982
-36,859
-34% -$1.23M 0.75% 44
2019
Q4 		$4.78M Buy
+108,841
New +$4.02M 1.26% 17

Other funds holding QVMT

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $793M AUM 28.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return