Addison Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Addison Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15K	Hold	300	–	–	﹤0.01%	588
2025 Q4	$14.7K	Hold	300	–	–	﹤0.01%	577
2025 Q3	$14.7K	Hold	300	–	–	﹤0.01%	579
2025 Q2	$14.5K	Hold	300	–	–	﹤0.01%	576
2025 Q1	$14.3K	Hold	300	–	–	﹤0.01%	537
2024 Q4	$14.1K	Hold	300	–	–	﹤0.01%	549
2024 Q3	$14.5K	Hold	300	–	–	﹤0.01%	549
2024 Q2	$13.2K	Hold	300	–	–	﹤0.01%	531
2024 Q1	$13.6K	Hold	300	–	–	﹤0.01%	498
2023 Q4	$12.2K	Hold	300	–	–	﹤0.01%	498
2023 Q3	$11K	Hold	300	–	–	0.01%	476
2023 Q2	$11.6K	Hold	300	–	–	0.01%	465
2023 Q1	$11K	Buy	+300	New	+$10.8K	0.01%	454

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Addison Advisors's BMVP Position: Q1 2026 in Review

Addison Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 300 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Addison Advisors first reported a position in BMVP in Q1 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Addison Advisors held 300 shares of Invesco Bloomberg MVP Multi-factor ETF worth $15K as of Q1 2026.
Addison Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #588 holding.
Addison Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2023 and has held it in 13 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.