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Baker Avenue Asset Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-90
Closed -$3.31K – 515
2023
Q3 		$3.31K Buy
+90
New +$3.47K ﹤0.01% 1035

Other funds holding BMVP

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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
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
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Baker Avenue Asset Management's BMVP Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2023, closing a stake of 90 shares — an estimated $3.31K sold.

Baker Avenue Asset Management first reported a position in BMVP in Q3 2023 and held it in 1 quarter. The position peaked at $3.31K in Q3 2023. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 90 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2023, an estimated $3.31K.
  • Baker Avenue Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $3.31K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.