Advisor Group’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Advisor Group’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
2019 Q4	$114K	Sell	3,459 -5,028	-59%	-$162K	﹤0.01%	2835
2019 Q3	$269K	Sell	8,487 -1,548	-15%	-$49.7K	﹤0.01%	2102
2019 Q2	$328K	Sell	10,035 -174	-2%	-$5.61K	﹤0.01%	1923
2019 Q1	$328K	Buy	10,209 +4,665	+84%	+$147K	﹤0.01%	1899
2018 Q4	$163K	Sell	5,544 -138	-2%	-$4.41K	﹤0.01%	2247
2018 Q3	$201K	Buy	5,682 +3,567	+169%	+$124K	﹤0.01%	2162
2018 Q2	$71K	Hold	2,115	–	–	﹤0.01%	2799
2018 Q1	$67K	Sell	2,115 -486	-19%	-$15.9K	﹤0.01%	2852
2017 Q4	$82K	Buy	2,601 +543	+26%	+$16.9K	﹤0.01%	2725
2017 Q3	$63K	Buy	2,058 +3	+0.1%	+$88	﹤0.01%	2762
2017 Q2	$58K	Hold	2,055	–	–	﹤0.01%	2719
2017 Q1	$57K	Hold	2,055	–	–	﹤0.01%	2600
2016 Q4	$55K	Hold	2,055	–	–	﹤0.01%	2535
2016 Q3	$52K	Hold	2,055	–	–	﹤0.01%	2509
2016 Q2	$48K	Buy	+2,055	New	+$49K	﹤0.01%	2440

Other funds holding BMVP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's BMVP Position: Q4 2019 in Review

Advisor Group reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 59% in Q4 2019, selling an estimated $162K and leaving 3,459 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Advisor Group first reported a position in BMVP in Q2 2016 and has held it in 15 quarters since. The position peaked at $328K in Q2 2019. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2019.

Advisor Group held 3,459 shares of Invesco Bloomberg MVP Multi-factor ETF worth $114K as of Q4 2019.
Advisor Group sold 5,028 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2019, an estimated $162K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2835 holding.
Advisor Group first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Invesco Bloomberg MVP Multi-factor ETF position peaked at $328K in Q2 2019.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.