Advisory Services Network’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-309	Closed	-$11.4K	–	1712
2023 Q1	$11.4K	Hold	309	–	–	﹤0.01%	2819
2022 Q4	$10.7K	Buy	+309	New	+$10.9K	﹤0.01%	2830
2021 Q3	–	Sell	-303	Closed	-$12K	–	1619
2021 Q2	$12K	Buy	+303	New	+$12.2K	﹤0.01%	2701
2021 Q1	–	Sell	-564	Closed	-$20K	–	1479
2020 Q4	$20K	Hold	564	–	–	﹤0.01%	2144
2020 Q3	$18K	Buy	+564	New	+$17.6K	﹤0.01%	2126
2020 Q2	–	Sell	-561	Closed	-$14K	–	1235
2020 Q1	$14K	Buy	561 +3	+0.5%	+$91	﹤0.01%	2051
2019 Q4	$18K	Buy	558 +3	+0.5%	+$97	﹤0.01%	2057
2019 Q3	$18K	Hold	555	–	–	﹤0.01%	1871
2019 Q2	$18K	Buy	555 +3	+0.5%	+$97	﹤0.01%	1869
2019 Q1	$18K	Hold	552	–	–	﹤0.01%	1647
2018 Q4	$16K	Buy	552 +3	+0.5%	+$96	﹤0.01%	1573
2018 Q3	$19K	Hold	549	–	–	﹤0.01%	1581
2018 Q2	$19K	Buy	549 +3	+0.5%	+$100	﹤0.01%	1557
2018 Q1	$17K	Hold	546	–	–	﹤0.01%	1691
2017 Q4	$17K	Buy	+546	New	+$17K	﹤0.01%	1664

Other funds holding BMVP

IFWM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

Advisory Services Network's BMVP Position: Q2 2023 in Review

Advisory Services Network sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2023, closing a stake of 309 shares — an estimated $11.4K sold.

Advisory Services Network first reported a position in BMVP in Q4 2017 and held it in 15 quarters. The position peaked at $20K in Q4 2020. 39 funds tracked by Wall St. Rank hold BMVP as of Q2 2023.

Advisory Services Network reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 309 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2023, an estimated $11.4K.
Advisory Services Network first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and held it in 15 quarters.
Advisory Services Network's Invesco Bloomberg MVP Multi-factor ETF position peaked at $20K in Q4 2020.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.