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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Clearstead Advisors's BMVP Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 76% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,957 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Clearstead Advisors first reported a position in BMVP in Q2 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Clearstead Advisors held 2,957 shares of Invesco Bloomberg MVP Multi-factor ETF worth $152K as of Q2 2026.
Clearstead Advisors bought 1,277 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $65.5K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1142 holding.
Clearstead Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2023 and has held it in 13 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.