Clearstead Advisors
BMVP icon

Clearstead Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Clearstead 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
2026
Q3 		$153K Hold
2,957
– – ﹤0.01% 1121
2026
Q2 		$152K Buy
2,957
+1,277
+76% +$65.5K ﹤0.01% 1142
2026
Q1 		$83.8K Hold
1,680
– – ﹤0.01% 1183
2025
Q4 		$82.1K Hold
1,680
– – ﹤0.01% 1183
2025
Q3 		$82.4K Hold
1,680
– – ﹤0.01% 1109
2025
Q2 		$81.2K Hold
1,680
– – ﹤0.01% 1126
2025
Q1 		$80.1K Hold
1,680
– – ﹤0.01% 1044
2024
Q4 		$78.7K Hold
1,680
– – ﹤0.01% 1070
2024
Q3 		$81.1K Hold
1,680
– – ﹤0.01% 1081
2024
Q2 		$74K Hold
1,680
– – ﹤0.01% 1071
2024
Q1 		$73.7K Hold
1,680
– – ﹤0.01% 672
2023
Q4 		$68.1K Hold
1,680
– – ﹤0.01% 669
2023
Q3 		$61.8K Hold
1,680
– – ﹤0.01% 654
2023
Q2 		$65K Buy
+1,680
New +$62K ﹤0.01% 676

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Clearstead Advisors's BMVP Position: Q3 2026 in Review

Clearstead Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q3 2026 at 2,957 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Clearstead Advisors first reported a position in BMVP in Q2 2023 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

  • Clearstead Advisors held 2,957 shares of Invesco Bloomberg MVP Multi-factor ETF worth $153K as of Q3 2026.
  • Clearstead Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q3 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1121 holding.
  • Clearstead Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2023 and has held it in 14 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.