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 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	Sell	1,680 -1,680	-50%	-$63.5K	﹤0.01%	669
2023 Q3	$124K	Buy	3,360 +1,680	+100%	+$64.8K	﹤0.01%	679
2023 Q2	$65K	Buy	+1,680	New	+$62K	﹤0.01%	676

Other funds holding BMVP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Clearstead Advisors's BMVP Position: Q1 2026 in Review

Clearstead Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 1,680 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Clearstead Advisors first reported a position in BMVP in Q2 2023 and has held it in 12 quarters since. The position peaked at $124K in Q3 2023. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Clearstead Advisors held 1,680 shares of Invesco Bloomberg MVP Multi-factor ETF worth $83.8K as of Q1 2026.
Clearstead Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1183 holding.
Clearstead Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2023 and has held it in 12 quarters since.
Clearstead Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $124K in Q3 2023.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.