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Balboa Wealth Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-12,300
Closed -$426K – 301
2022
Q4 		$426K Buy
+12,300
New +$434K 0.19% 117

Other funds holding BMVP

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Balboa Wealth Partners's BMVP Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2023, closing a stake of 12,300 shares — an estimated $426K sold.

Balboa Wealth Partners first reported a position in BMVP in Q4 2022 and held it in 1 quarter. The position peaked at $426K in Q4 2022. 41 funds tracked by Wall St. Rank hold BMVP as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 12,300 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2023, an estimated $426K.
  • Balboa Wealth Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2022 and held it in 1 quarter.
  • Balboa Wealth Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $426K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.