Beacon Capital Management LLC (Tennessee)’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-1,470	Closed	-$71.1K	–	238
2025 Q2	$71.1K	Hold	1,470	–	–	0.01%	272
2025 Q1	$70.1K	Hold	1,470	–	–	0.01%	257
2024 Q4	$68.9K	Hold	1,470	–	–	0.01%	250
2024 Q3	$71K	Hold	1,470	–	–	0.01%	257
2024 Q2	$64.7K	Hold	1,470	–	–	0.01%	245
2024 Q1	$66.8K	Hold	1,470	–	–	0.01%	235
2023 Q4	$54.1K	Buy	1,470 +980	+200%	+$37.1K	0.02%	213
2023 Q3	$56.9K	Sell	490 -980	-67%	-$37.8K	0.02%	227
2023 Q2	$56.9K	Hold	1,470	–	–	0.02%	227
2023 Q1	$54.1K	Hold	1,470	–	–	0.02%	209
2022 Q4	$50.9K	Hold	1,470	–	–	0.02%	215
2022 Q3	$46K	Hold	1,470	–	–	0.02%	216
2022 Q2	$56K	Hold	1,470	–	–	0.01%	219
2022 Q1	$56K	Buy	+1,470	New	+$55.8K	0.01%	219

Other funds holding BMVP

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 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 $79.5B AUM 27.1% 1-Year Est. Return

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

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

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 $977M AUM 19.09% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BMVP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2025, closing a stake of 1,470 shares — an estimated $71.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BMVP in Q1 2022 and held it in 14 quarters. The position peaked at $71.1K in Q2 2025. 39 funds tracked by Wall St. Rank hold BMVP as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,470 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2025, an estimated $71.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Invesco Bloomberg MVP Multi-factor ETF position peaked at $71.1K in Q2 2025.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.