Bank of Montreal’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Bank of Montreal’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
2026 Q2	$426K	Hold	8,310	–	–	﹤0.01%	2551
2026 Q1	$415K	Sell	8,310 -1,018	-11%	-$52.1K	﹤0.01%	2479
2025 Q4	$456K	Sell	9,328 -65	-0.7%	-$3.16K	﹤0.01%	2355
2025 Q3	$461K	Sell	9,393 -325	-3%	-$15.8K	﹤0.01%	2306
2025 Q2	$470K	Buy	9,718 +1,960	+25%	+$92K	﹤0.01%	2322
2025 Q1	$370K	Hold	7,758	–	–	﹤0.01%	2379
2024 Q4	$363K	Buy	+7,758	New	+$378K	﹤0.01%	2436

Other funds holding BMVP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Bank of Montreal's BMVP Position: Q2 2026 in Review

Bank of Montreal held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2026 at 8,310 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Bank of Montreal first reported a position in BMVP in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q2 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Bank of Montreal held 8,310 shares of Invesco Bloomberg MVP Multi-factor ETF worth $426K as of Q2 2026.
Bank of Montreal left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2551 holding.
Bank of Montreal first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2024 and has held it in 7 quarters since.
Bank of Montreal's Invesco Bloomberg MVP Multi-factor ETF position peaked at $470K in Q2 2025.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.