Austin Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Austin Wealth Management’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
2025 Q3	–	Sell	-4,883	Closed	-$233K	–	162
2025 Q2	$233K	Hold	4,883	–	–	0.04%	125
2025 Q1	$225K	Hold	4,883	–	–	0.05%	120
2024 Q4	$236K	Hold	4,883	–	–	0.05%	112
2024 Q3	$236K	Hold	4,883	–	–	0.05%	109
2024 Q2	$217K	Hold	4,883	–	–	0.05%	108
2024 Q1	$215K	Buy	+4,883	New	+$207K	0.05%	107

Other funds holding BMVP

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EAM

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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Austin Wealth Management's BMVP Position: Q3 2025 in Review

Austin Wealth Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2025, closing a stake of 4,883 shares — an estimated $233K sold.

Austin Wealth Management first reported a position in BMVP in Q1 2024 and held it in 6 quarters. The position peaked at $236K in Q4 2024. 39 funds tracked by Wall St. Rank hold BMVP as of Q3 2025.

Austin Wealth Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2025 after selling out during the quarter.
Austin Wealth Management sold 4,883 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2025, an estimated $233K.
Austin Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2024 and held it in 6 quarters.
Austin Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $236K in Q4 2024.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2025.

Based on Austin Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.