Concert Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-90,648	Closed	-$2.43M	–	185
2017 Q1	$2.43M	Hold	90,648	–	–	0.55%	33
2016 Q4	$2.43M	Buy	90,648 +999	+1%	+$25.9K	0.54%	32
2016 Q3	$2.27M	Buy	89,649 +3	+0%	+$74	0.28%	85
2016 Q2	$2.14M	Hold	89,646	–	–	0.29%	82
2016 Q1	$2.14M	Buy	89,646 +1,170	+1%	+$26.5K	0.29%	83
2015 Q4	$2.15M	Buy	88,476 +1,503	+2%	+$37.1K	0.29%	75
2015 Q3	$2.02M	Sell	86,973 -507	-0.6%	-$12.5K	0.27%	84
2015 Q2	$2.21M	Sell	87,480 -4,629	-5%	-$117K	0.29%	75
2015 Q1	$2.13M	Buy	92,109 +369	+0.4%	+$9.13K	0.61%	36
2014 Q4	$2.25M	Buy	91,740 +8,328	+10%	+$199K	0.34%	61
2014 Q3	$2M	Sell	83,412 -2,685	-3%	-$65.1K	0.27%	46
2014 Q2	$2.05M	Sell	86,097 -147	-0.2%	-$3.48K	0.25%	47
2014 Q1	$2.02M	Sell	86,244 -459	-0.5%	-$10.5K	0.25%	48
2013 Q4	$1.98M	Sell	86,703 -51	-0.1%	-$1.11K	0.25%	45
2013 Q3	$1.75M	Sell	86,754 -1,995	-2%	-$39.6K	0.25%	51
2013 Q2	$1.66M	Buy	+88,749	New	+$1.68M	0.25%	41

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Concert Wealth Management's BMVP Position: Q2 2017 in Review

Concert Wealth Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2017, closing a stake of 90,648 shares — an estimated $2.43M sold.

Concert Wealth Management first reported a position in BMVP in Q2 2013 and held it in 16 quarters. The position peaked at $2.43M in Q1 2017. 32 funds tracked by Wall St. Rank hold BMVP as of Q2 2017.

Concert Wealth Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 90,648 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2017, an estimated $2.43M.
Concert Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $2.43M in Q1 2017.
32 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.