Commonwealth Equity Services
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Commonwealth Equity Services’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Commonwealth Equity Services’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 		$731K Sell
14,254
-953
-6% -$48.9K ﹤0.01% 2988
2026
Q1 		$759K Buy
15,207
+1,056
+7% +$54.1K ﹤0.01% 2845
2025
Q4 		$691K Sell
14,151
-37
-0.3% -$1.8K ﹤0.01% 2892
2025
Q3 		$696K Buy
14,188
+1,764
+14% +$85.7K ﹤0.01% 2904
2025
Q2 		$601K Buy
12,424
+34
+0.3% +$1.6K ﹤0.01% 3002
2025
Q1 		$591K Buy
12,390
+295
+2% +$14.2K ﹤0.01% 2906
2024
Q4 		$567K Sell
12,095
-803
-6% -$39.2K ﹤0.01% 2861
2024
Q3 		$623K Sell
12,898
-278
-2% -$12.8K ﹤0.01% 2723
2024
Q2 		$580K Buy
13,176
+43
+0.3% +$1.89K ﹤0.01% 2709
2024
Q1 		$597K Buy
13,133
+335
+3% +$14.2K ﹤0.01% 2672
2023
Q4 		$519K Sell
12,798
-90
-0.7% -$3.4K ﹤0.01% 2669
2023
Q3 		$474K Buy
12,888
+36
+0.3% +$1.39K ﹤0.01% 2645
2023
Q2 		$498K Buy
12,852
+15
+0.1% +$553 ﹤0.01% 2629
2023
Q1 		$472 Sell
12,837
-81
-0.6% -$2.93K ﹤0.01% 2611
2022
Q4 		$447K Sell
12,918
-66
-0.5% -$2.33K ﹤0.01% 2563
2022
Q3 		$414K Buy
12,984
+30
+0.2% +$1.02K ﹤0.01% 2569
2022
Q2 		$407K Sell
12,954
-918
-7% -$31.8K ﹤0.01% 2571
2022
Q1 		$531K Sell
13,872
-210
-1% -$7.98K ﹤0.01% 2473
2021
Q4 		$589K Sell
14,082
-315
-2% -$12.9K ﹤0.01% 2388
2021
Q3 		$569K Sell
14,397
-648
-4% -$26.4K ﹤0.01% 2375
2021
Q2 		$612K Sell
15,045
-42
-0.3% -$1.7K ﹤0.01% 2309
2021
Q1 		$581K Sell
15,087
-84
-0.6% -$3.22K ﹤0.01% 2208
2020
Q4 		$535K Sell
15,171
-9,156
-38% -$306K ﹤0.01% 2113
2020
Q3 		$759K Buy
24,327
+1,209
+5% +$37.8K ﹤0.01% 1674
2020
Q2 		$680K Buy
23,118
+1,473
+7% +$40.6K ﹤0.01% 1667
2020
Q1 		$530K Sell
21,645
-4,545
-17% -$139K ﹤0.01% 1655
2019
Q4 		$863K Sell
26,190
-3,468
-12% -$112K ﹤0.01% 1522
2019
Q3 		$938K Sell
29,658
-1,182
-4% -$37.9K ﹤0.01% 1401
2019
Q2 		$1.01M Sell
30,840
-1,002
-3% -$32.3K ﹤0.01% 1340
2019
Q1 		$1.02M Buy
31,842
+15
+0% +$473 ﹤0.01% 1291
2018
Q4 		$933K Sell
31,827
-2,064
-6% -$66K 0.01% 1245
2018
Q3 		$1.2M Buy
33,891
+303
+0.9% +$10.5K 0.01% 1193
2018
Q2 		$1.13M Sell
33,588
-210
-0.6% -$6.99K 0.01% 1219
2018
Q1 		$1.08M Buy
33,798
+408
+1% +$13.3K 0.01% 1211
2017
Q4 		$1.06M Sell
33,390
-57
-0.2% -$1.78K 0.01% 1193
2017
Q3 		$1.01M Sell
33,447
-1,521
-4% -$44.5K 0.01% 1183
2017
Q2 		$997K Sell
34,968
-660
-2% -$18.6K 0.01% 1142
2017
Q1 		$998K Sell
35,628
-3
-0% -$82 0.01% 1116
2016
Q4 		$959K Sell
35,631
-681
-2% -$17.6K 0.01% 1058
2016
Q3 		$917K Sell
36,312
-822
-2% -$20.3K 0.01% 1055
2016
Q2 		$887K Sell
37,134
-1,071
-3% -$25.6K 0.01% 1046
2016
Q1 		$915K Sell
38,205
-2,535
-6% -$57.5K 0.01% 995
2015
Q4 		$994K Buy
40,740
+42
+0.1% +$1.04K 0.01% 932
2015
Q3 		$948K Buy
40,698
+444
+1% +$11K 0.01% 920
2015
Q2 		$1.02M Buy
40,254
+3,342
+9% +$84.6K 0.01% 945
2015
Q1 		$938K Buy
36,912
+3,003
+9% +$74.3K 0.01% 985
2014
Q4 		$835K Sell
33,909
-51
-0.2% -$1.22K 0.01% 985
2014
Q3 		$814K Sell
33,960
-498
-1% -$12.1K 0.01% 968
2014
Q2 		$837K Buy
34,458
+1,170
+4% +$27.7K 0.01% 963
2014
Q1 		$792K Buy
33,288
+12
+0% +$274 0.01% 944
2013
Q4 		$757K Sell
33,276
-1,509
-4% -$32.7K 0.01% 921
2013
Q3 		$703K Sell
34,785
-2,712
-7% -$53.8K 0.01% 901
2013
Q2 		$701K Buy
+37,497
New +$709K 0.01% 857

Other funds holding BMVP

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Commonwealth Equity Services's BMVP Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 6.3% in Q2 2026, selling an estimated $48.9K and leaving 14,254 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Commonwealth Equity Services first reported a position in BMVP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.2M in Q3 2018. 11 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • Commonwealth Equity Services held 14,254 shares of Invesco Bloomberg MVP Multi-factor ETF worth $731K as of Q2 2026.
  • Commonwealth Equity Services sold 953 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $48.9K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2988 holding.
  • Commonwealth Equity Services first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.2M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.