Cerity Partners
BMVP icon

Cerity Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Cerity Partners’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
Q1 		– Sell
-5,100
Closed -$239K – 2490
2024
Q4 		$239K Hold
5,100
– – ﹤0.01% 2154
2024
Q3 		$246K Hold
5,100
– – ﹤0.01% 2197
2024
Q2 		$225K Hold
5,100
– – ﹤0.01% 1970
2024
Q1 		$232K Hold
5,100
– – ﹤0.01% 2021
2023
Q4 		$207K Buy
+5,100
New +$193K ﹤0.01% 1709

Other funds holding BMVP

RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
LPL Financial
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners's BMVP Position: Q1 2025 in Review

Cerity Partners sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2025, closing a stake of 5,100 shares — an estimated $239K sold.

Cerity Partners first reported a position in BMVP in Q4 2023 and held it in 5 quarters. The position peaked at $246K in Q3 2024. 44 funds tracked by Wall St. Rank hold BMVP as of Q1 2025.

  • Cerity Partners reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 5,100 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2025, an estimated $239K.
  • Cerity Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2023 and held it in 5 quarters.
  • Cerity Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $246K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.