BerganKDV Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

BerganKDV Wealth 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
2019 Q3	–	Sell	-225	Closed	-$7K	–	692
2019 Q2	$7K	Hold	225	–	–	﹤0.01%	548
2019 Q1	$7K	Hold	225	–	–	﹤0.01%	562
2018 Q4	$7K	Hold	225	–	–	﹤0.01%	515
2018 Q3	$8K	Hold	225	–	–	﹤0.01%	512
2018 Q2	$8K	Buy	+225	New	+$7.49K	﹤0.01%	522

Other funds holding BMVP

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

IFWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BerganKDV Wealth Management's BMVP Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2019, closing a stake of 225 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in BMVP in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 38 funds tracked by Wall St. Rank hold BMVP as of Q3 2019.

BerganKDV Wealth Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 225 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2019, an estimated $7K.
BerganKDV Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2018 and held it in 5 quarters.
BerganKDV Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $8K in Q3 2018.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.