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Bel Air Investment Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Bel Air Investment 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
Q2 		$297K Hold
7,296
– – 0.01% 321
2021
Q1 		$281K Buy
+7,296
New +$279K 0.01% 340

Other funds holding BMVP

Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bel Air Investment Advisors's BMVP Position: Q2 2021 in Review

Bel Air Investment Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2021 at 7,296 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #321.

Bel Air Investment Advisors first reported a position in BMVP in Q1 2021 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BMVP as of Q2 2021.

  • Bel Air Investment Advisors held 7,296 shares of Invesco Bloomberg MVP Multi-factor ETF worth $297K as of Q2 2021.
  • Bel Air Investment Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2021.
  • Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #321 holding.
  • Bel Air Investment Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2021 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.