Bellevue Asset Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Bellevue Asset Management’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	$95.8K	Hold	1,920	–	–	0.05%	113
2025 Q4	$94.1K	Hold	1,920	–	–	0.03%	110
2025 Q3	$94.1K	Hold	1,920	–	–	0.04%	110
2025 Q2	$92.9K	Hold	1,920	–	–	0.05%	113
2025 Q1	$91.6K	Hold	1,920	–	–	0.05%	107
2024 Q4	$90K	Hold	1,920	–	–	0.05%	108
2024 Q3	$92.7K	Hold	1,920	–	–	0.05%	106
2024 Q2	$84.5K	Hold	1,920	–	–	0.05%	104
2024 Q1	$87.3K	Hold	1,920	–	–	0.05%	106
2023 Q4	$77.8K	Hold	1,920	–	–	0.07%	112
2023 Q3	$70.6K	Hold	1,920	–	–	0.05%	109
2023 Q2	$74.3K	Hold	1,920	–	–	0.05%	109
2023 Q1	$70.7K	Hold	1,920	–	–	0.05%	113
2022 Q4	$66.4K	Hold	1,920	–	–	0.05%	126
2022 Q3	$63K	Hold	1,920	–	–	0.05%	129
2022 Q2	$61K	Hold	1,920	–	–	0.04%	137
2022 Q1	$74K	Hold	1,920	–	–	0.05%	136
2021 Q4	$80K	Hold	1,920	–	–	0.05%	132
2021 Q3	$77K	Hold	1,920	–	–	0.05%	138
2021 Q2	$78K	Sell	1,920 -255	-12%	-$10.3K	0.05%	139
2021 Q1	$83K	Hold	2,175	–	–	0.05%	134
2020 Q4	$83K	Hold	2,175	–	–	0.05%	130
2020 Q3	$68K	Hold	2,175	–	–	0.05%	131
2020 Q2	$64K	Hold	2,175	–	–	0.07%	139
2020 Q1	$59K	Hold	2,175	–	–	0.06%	149
2019 Q4	$72K	Buy	+2,175	New	+$70K	0.06%	118

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bellevue Asset Management's BMVP Position: Q1 2026 in Review

Bellevue Asset Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 1,920 shares worth $95.8K. The position accounts for 0.05% of the portfolio, ranked #113.

Bellevue Asset Management first reported a position in BMVP in Q4 2019 and has held it in 26 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Bellevue Asset Management held 1,920 shares of Invesco Bloomberg MVP Multi-factor ETF worth $95.8K as of Q1 2026.
Bellevue Asset Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.05% of Bellevue Asset Management's portfolio in Q1 2026, its #113 holding.
Bellevue Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2019 and has held it in 26 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.