Cetera Advisor Networks’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-5,472	Closed	-$201K	–	2616
2023 Q1	$201K	Sell	5,472 -1,275	-19%	-$46.1K	﹤0.01%	2325
2022 Q4	$234K	Buy	6,747 +75	+1%	+$2.65K	﹤0.01%	2170
2022 Q3	$213K	Buy	+6,672	New	+$227K	﹤0.01%	1815
2022 Q2	–	Sell	-6,534	Closed	-$251K	–	2082
2022 Q1	$251K	Hold	6,534	–	–	﹤0.01%	1740
2021 Q4	$274K	Buy	6,534 +156	+2%	+$6.4K	﹤0.01%	1668
2021 Q3	$252K	Buy	6,378 +795	+14%	+$32.4K	﹤0.01%	1649
2021 Q2	$227K	Buy	+5,583	New	+$226K	﹤0.01%	1692
2020 Q4	–	Sell	-8,049	Closed	-$251K	–	1350
2020 Q3	$251K	Sell	8,049 -2,178	-21%	-$68.2K	0.01%	1034
2020 Q2	$301K	Sell	10,227 -4,164	-29%	-$115K	0.01%	904
2020 Q1	$353K	Sell	14,391 -3,543	-20%	-$108K	0.01%	738
2019 Q4	$592K	Sell	17,934 -20,919	-54%	-$673K	0.02%	674
2019 Q3	$1.23M	Buy	38,853 +2,277	+6%	+$73K	0.04%	407
2019 Q2	$1.19M	Buy	36,576 +26,457	+261%	+$852K	0.04%	402
2019 Q1	$326K	Buy	+10,119	New	+$319K	0.01%	834

Other funds holding BMVP

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 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 $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

Cetera Advisor Networks's BMVP Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2023, closing a stake of 5,472 shares — an estimated $201K sold.

Cetera Advisor Networks first reported a position in BMVP in Q1 2019 and held it in 14 quarters. The position peaked at $1.23M in Q3 2019. 39 funds tracked by Wall St. Rank hold BMVP as of Q2 2023.

Cetera Advisor Networks reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 5,472 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2023, an estimated $201K.
Cetera Advisor Networks first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2019 and held it in 14 quarters.
Cetera Advisor Networks's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.23M in Q3 2019.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.