Bank of Montreal
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $1.49B AUM 26.43% 1-Year Est. Return

Bank of Montreal's BMVP Position: Q1 2026 in Review

Bank of Montreal reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 11% in Q1 2026, selling an estimated $52.1K and leaving 8,310 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Bank of Montreal first reported a position in BMVP in Q4 2024 and has held it in 6 quarters since. The position peaked at $470K in Q2 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

  • Bank of Montreal held 8,310 shares of Invesco Bloomberg MVP Multi-factor ETF worth $415K as of Q1 2026.
  • Bank of Montreal sold 1,018 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $52.1K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2479 holding.
  • Bank of Montreal first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.