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Concourse Financial Group Securities’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Concourse Financial Group Securities’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
2021
Q3 		– Sell
-600
Closed -$24.5K – 2407
2021
Q2 		$24K Hold
600
– – ﹤0.01% 1582
2021
Q1 		$23K Buy
+600
New +$23K ﹤0.01% 1519

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IFWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concourse Financial Group Securities's BMVP Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2021, closing a stake of 600 shares — an estimated $24.5K sold.

Concourse Financial Group Securities first reported a position in BMVP in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 33 funds tracked by Wall St. Rank hold BMVP as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 600 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2021, an estimated $24.5K.
  • Concourse Financial Group Securities first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's Invesco Bloomberg MVP Multi-factor ETF position peaked at $24K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.