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QVMT

Invesco S&P 500 Concentrated QVM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$259K +$6.98K +126 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$238K +$231K +4,164 New
SF
28
Summit Financial
New Jersey
$230K +$223K +4,030 New
CIAS
29
Capital Investment Advisory Services
North Carolina
$165K -$24.6K -444 -13%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$142K -$2.1K -38 -2%
Morgan Stanley
31
Morgan Stanley
New York
$114K -$1.55K -28 -1%
SMA
32
Sage Mountain Advisors
Georgia
$102K +$99.2K +1,790 New
LI
33
LRI Investments
Florida
$43.7K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$18.1K
AA
35
Addison Advisors
Vermont
$17.7K -$831 -15 -5%
GWM
36
Geneos Wealth Management
Colorado
$17.1K
VFM
37
Vision Financial Markets
Connecticut
$12K
SPIA
38
Steward Partners Investment Advisory
New York
$11.4K
MCM
39
MAI Capital Management
Ohio
$10.7K +$55 +1 +0.5%
Wells Fargo
40
Wells Fargo
California
$5.19K +$5.04K +91 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5.08K +$2.05K +37 +71%
AIC
42
Archer Investment Corporation
Indiana
$3.83K
AF
43
Allworth Financial
California
$2.8K
GAG
44
Goodman Advisory Group
Massachusetts
$114
Jane Street
45
Jane Street
New York
-$430K -7,833 Closed
ASN
46
Advisory Services Network
Georgia
-$86.4K -1,575 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
-$60.7K -1,107 Closed
AWM
48
AE Wealth Management
Kansas
-$603 -11 Closed