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

BBR 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
2025 Q4	–	Sell	-4,949	Closed	-$243K	–	271
2025 Q3	$243K	Sell	4,949 -1,241	-20%	-$60.3K	0.01%	230
2025 Q2	$299K	Hold	6,190	–	–	0.02%	184
2025 Q1	$295K	Sell	6,190 -3,174	-34%	-$152K	0.02%	179
2024 Q4	$439K	Hold	9,364	–	–	0.03%	158
2024 Q3	$452K	Sell	9,364 -428	-4%	-$19.7K	0.03%	145
2024 Q2	$431K	Hold	9,792	–	–	0.04%	127
2024 Q1	$445K	Hold	9,792	–	–	0.04%	146
2023 Q4	$397K	Buy	+9,792	New	+$370K	0.04%	119

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BBR Partners's BMVP Position: Q4 2025 in Review

BBR Partners sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2025, closing a stake of 4,949 shares — an estimated $243K sold.

BBR Partners first reported a position in BMVP in Q4 2023 and held it in 8 quarters. The position peaked at $452K in Q3 2024. 42 funds tracked by Wall St. Rank hold BMVP as of Q4 2025.

BBR Partners reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2025 after selling out during the quarter.
BBR Partners sold 4,949 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2025, an estimated $243K.
BBR Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2023 and held it in 8 quarters.
BBR Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $452K in Q3 2024.
42 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2025.

Based on BBR Partners's 13F filing for Q4 2025, filed 11 Feb 2026.