BDO Wealth Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

BDO Wealth Advisors’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
2021 Q4	–	Sell	-450	Closed	-$18K	–	1093
2021 Q3	$18K	Hold	450	–	–	﹤0.01%	632
2021 Q2	$18K	Hold	450	–	–	﹤0.01%	646
2021 Q1	$17K	Hold	450	–	–	﹤0.01%	635
2020 Q4	$16K	Hold	450	–	–	﹤0.01%	485
2020 Q3	$14K	Hold	450	–	–	﹤0.01%	457
2020 Q2	$13K	Hold	450	–	–	﹤0.01%	468
2020 Q1	$11K	Buy	+450	New	+$13.7K	﹤0.01%	531

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

BDO Wealth Advisors's BMVP Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2021, closing a stake of 450 shares — an estimated $18K sold.

BDO Wealth Advisors first reported a position in BMVP in Q1 2020 and held it in 7 quarters. The position peaked at $18K in Q3 2021. 35 funds tracked by Wall St. Rank hold BMVP as of Q4 2021.

BDO Wealth Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 450 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2021, an estimated $18K.
BDO Wealth Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2020 and held it in 7 quarters.
BDO Wealth Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $18K in Q3 2021.
35 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.