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 $1.26T AUM 61.52% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OAM
Optimal Asset Management Los Altos, California $800M AUM 28.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Advisory Solutions's QVMT Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Invesco S&P 500 Concentrated QVM ETF (QVMT) in Q4 2020, closing a stake of 47,842 shares — an estimated $1.3M sold.

Wealth Advisory Solutions first reported a position in QVMT in Q4 2019 and held it in 4 quarters. The position peaked at $4.78M in Q4 2019. 18 funds tracked by Wall St. Rank hold QVMT as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Invesco S&P 500 Concentrated QVM ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 47,842 Invesco S&P 500 Concentrated QVM ETF shares in Q4 2020, an estimated $1.3M.
  • Wealth Advisory Solutions first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's Invesco S&P 500 Concentrated QVM ETF position peaked at $4.78M in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.