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

Aptus Capital 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
2023 Q4	–	Sell	-1,903	Closed	-$70K	–	921
2023 Q3	$70K	Sell	1,903 -2,000	-51%	-$77.2K	﹤0.01%	655
2023 Q2	$151K	Buy	3,903 +3	+0.1%	+$111	﹤0.01%	506
2023 Q1	$144K	Buy	+3,900	New	+$141K	﹤0.01%	496

Other funds holding BMVP

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

IFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

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

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

Aptus Capital Advisors's BMVP Position: Q4 2023 in Review

Aptus Capital Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2023, closing a stake of 1,903 shares — an estimated $70K sold.

Aptus Capital Advisors first reported a position in BMVP in Q1 2023 and held it in 3 quarters. The position peaked at $151K in Q2 2023. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2023.

Aptus Capital Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2023 after selling out during the quarter.
Aptus Capital Advisors sold 1,903 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2023, an estimated $70K.
Aptus Capital Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2023 and held it in 3 quarters.
Aptus Capital Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $151K in Q2 2023.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.