QVMM β€” INVESCO EXCH TRADED FD TR II

Ownership history in Aptus Capital Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported INVESCO EXCH TRADED FD TR II (QVMM) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows QVMM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QVMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital Advisors, LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QVMM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aptus Capital Advisors, LLC held QVMM β€” position size vs. price
% of Fund (quarterly)    QVMM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 734 β€” β€” 0.00% $23K 2026-02-14 (Est.) $33.22

🏒 Other funds also holding QVMM

As of 2026 Q1 β€” sorted by position size

Fragasso Financial Advisors Inc 3Y 7Y 0.04%

FAQ About Aptus Capital Advisors, LLC and QVMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aptus Capital Advisors, LLC reported owning QVMM?

Aptus Capital Advisors, LLC reported QVMM across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported QVMM position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for QVMM was 0.00% in 2025 Q4.

What is the latest reported QVMM position on this page?

The most recent filing on this page is 2025 Q4, when Aptus Capital Advisors, LLC reported 734 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this QVMM ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly QVMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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