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September 2026what changed

Invesco S&P 500 QVM UCITS ETF Dist · IE00BDZCKK11 · PQVM · snapshots compared: 20 Aug1 September 2026
In brief: 0 holdings added and 0 removed from the basket · 2 weight changes beyond ±0.25 points · monthly return +1.3% · costs and key facts unchanged.

Basket — holdings added (0)

None.

Basket — holdings removed (0)

None.

Holdings compared (excluding cash instruments): 100 → 100.

Holding weights

Holdingfromto
APPLE INC USD0.000015.17%5.47%
GE VERNOVA LLC USD 0.01004.83%4.55%

Top 10 — before and after

Holding13 Aug1 Sept
APPLE INC USD0.000014.99%5.47%
EXXONMOBIL HLDIGS COM USD NPV5.01%5.39%
GE VERNOVA LLC USD 0.01005.16%4.55%
CISCO SYSTEMS INC USD0.0014.55%4.53%
SANDISK CORP-W/I USD NPV4.35%4.51%
CATERPILLAR INC USD14.76%4.47%
LAM RESEARCH CORP COM USD 0.0014.99%4.43%
WESTERN DIGITAL CORP USD0.013.55%3.38%
KLA CORP USD0.0013.36%2.82%
NEWMONT CORP USD1.62.55%2.82%

Combined top-10 weight: 43.3% → 42.4%.

Sectors — where the weight moved

Industrials
20.719.2
Energy
14.816.2
Information Technology
28.828.0
Materials
5.05.4
Health Care
5.15.3

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries

Country13 Aug1 Sept
United States99.9%100.0%
Cash and/or Derivatives0.1%0.0%

Nearly unchanged: beyond the largest countries, every move stays within ±0.2 points.

Monthly return

+1.3% in USD (NAV 76.7377.69, 31 Aug3 Sept). Distributions in the month: 0.1438 USD (ex-date 10 Sept).

Costs and key facts

TER0.35% — unchanged
Transaction costs (KID)0.02% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.