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Disclosery

QVMT INVESCO EXCH TRADED FD TR II

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S&P 500 CONC ETF (fund)

46 managers (46 13F filers) reported a position in QVMT shares at 2026-03-31, 1,152,686 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
8
Added
15
Reduced
16
Sold out
5
Shares held by filers
1,152,686

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC313,954$18.7M<0.01%+99,18613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/254,177$15.1M<0.01%+70,55813F-HRTimelineGroup
Armbruster Capital Management, Inc.157,428$9.36M1.53%-9,69513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.152,533$9.07M<0.01%-6,63513F-HRTimelineGroup
LMCG INVESTMENTS, LLC37,406$2.22M0.13%+4,26813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,446$1.45M<0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC20,128$1.2M0.1%-4,54613F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,759$1.12M0.03%+3,51013F-HRTimeline
Arrowroot Family Office, LLC15,540$924K0.31%+8813F-HR/ATimeline
UBS Group AGin group UBS Group AG14,170$842K<0.01%+56713F-HRTimelineGroup
Paragon Capital Management Ltd11,853$705K0.15%+6813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,062$658K<0.01%-1,30413F-HRTimelineGroup
Farther Finance Advisors, LLC10,962$657K0.01%+1313F-HRTimeline
Sequent Planning LLC10,585$629K0.15%-1,79813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,686$516K<0.01%+1,09113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC8,655$514K0.02%-14013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,154$485K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,140$484K<0.01%new13F-HRTimelineGroup
Delta Wealth Advisors LLC8,111$482K0.37%-81,73313F-HRTimeline
Professional Financial Advisors, LLC7,900$470K0.1%013F-HRTimeline
HighPoint Advisor Group LLC6,565$390K0.02%-94313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,370$379K<0.01%-1,62113F-HRTimelineGroup
Sanctuary Advisors, LLC5,514$328K<0.01%+48213F-HRTimeline
Cetera Investment Advisers5,484$326K<0.01%+35513F-HRTimeline
Sowell Financial Services LLC4,543$270K0.01%+913F-HRTimeline
Advisory Services Network, LLC3,495$208K<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC3,391$202K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,807$167K0.01%-9113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,439$145K<0.01%-4113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,213$132K0.01%-9,61213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,000$119K<0.01%-113F-HRTimelineGroup
Sage Mountain Advisors LLC1,800$107K0.01%+1013F-HRTimeline
LRI Investments, LLC766$45.5K<0.01%013F-HRTimeline
Synergy Investment Management, LLC755$44.9K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC334$19.8K<0.01%+1713F-HRTimelineGroup
Addison Advisors LLC310$18.4K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC211$12.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$11.9K<0.01%-10013F-HRTimeline
Steward Partners Investment Advisory, L…200$11.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA197$11.7K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC189$11.2K<0.01%new13F-HRTimeline
MAI Capital Management188$11.2K<0.01%+113F-HRTimeline
Allworth Financial LP49$2.91K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14$832<0.01%-7513F-HRTimelineGroup
Goodman Advisory Group, LLC2$118<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$55<0.01%-9013F-HR/ATimelineGroup