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

Avior 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
2021
Q1 		– Sell
-174
Closed -$6K – 1010
2020
Q4 		$6K Buy
+174
New +$5.81K ﹤0.01% 767

Other funds holding BMVP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's BMVP Position: Q1 2021 in Review

Avior Wealth Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2021, closing a stake of 174 shares — an estimated $6K sold.

Avior Wealth Management first reported a position in BMVP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 37 funds tracked by Wall St. Rank hold BMVP as of Q1 2021.

  • Avior Wealth Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 174 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2021, an estimated $6K.
  • Avior Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2020 and held it in 1 quarter.
  • Avior Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $6K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.