X
QVMT

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

Xponance’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
2024
Q3 		– Sell
-88,700
Closed -$3.61M – 1401
2024
Q2 		$3.61M Hold
88,700
– – 0.04% 368
2024
Q1 		$4.42M Hold
88,700
– – 0.05% 324
2023
Q4 		$3.92M Buy
+88,700
New +$3.63M 0.05% 315

Other funds holding QVMT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $131M AUM 12.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return