RAYMOND JAMES FINANCIAL INC QVMM β€” INVESCO EXCH TRADED FD TR II

Ownership history in RAYMOND JAMES FINANCIAL INC  Β·  2 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported INVESCO EXCH TRADED FD TR II (QVMM) in 2 quarterly 13F filings from 2025 Q2 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 RAYMOND JAMES FINANCIAL INC'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 Q2 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 RAYMOND JAMES FINANCIAL INC held QVMM β€” position size vs. price
% of Fund (quarterly)    QVMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 19,927 +19,731 +10066.8% 0.00% $613K 2026-02-14 (Est.) $33.22
2025 Q2 INITIATED β€” β€” β€” 196 β€” β€” 0.00% $6K 2025-08-14 $29.28

🏒 Other funds also holding QVMM

As of 2026 Q1 β€” sorted by position size

Fragasso Financial Advisors Inc 3Y 7Y 0.04% Private Advisor Group, LLC 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About RAYMOND JAMES FINANCIAL INC and QVMM

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

How long has RAYMOND JAMES FINANCIAL INC reported owning QVMM?

RAYMOND JAMES FINANCIAL INC reported QVMM across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported QVMM position in RAYMOND JAMES FINANCIAL INC'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 RAYMOND JAMES FINANCIAL INC reported 19,927 shares, equal to 0.00% of portfolio, with an estimated market value of $613K.

What does the chart on this QVMM ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC'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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