Creative Financial Designs’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Creative Financial Designs’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
2019 Q3	–	Sell	-267	Closed	-$9K	–	626
2019 Q2	$9K	Sell	267 -702	-72%	-$22.6K	﹤0.01%	406
2019 Q1	$31K	Sell	969 -36,807	-97%	-$1.16M	0.02%	254
2018 Q4	$1.11M	Sell	37,776 -6,342	-14%	-$203K	0.8%	31
2018 Q3	$1.56M	Buy	44,118 +5,526	+14%	+$192K	0.9%	31
2018 Q2	$1.3M	Buy	38,592 +975	+3%	+$32.5K	0.76%	36
2018 Q1	$1.2M	Buy	37,617 +37,476	+26,579%	+$1.23M	0.77%	35
2017 Q4	$4K	Buy	+141	New	+$4.4K	﹤0.01%	515

Other funds holding BMVP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

IFWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Creative Financial Designs's BMVP Position: Q3 2019 in Review

Creative Financial Designs sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2019, closing a stake of 267 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in BMVP in Q4 2017 and held it in 7 quarters. The position peaked at $1.56M in Q3 2018. 38 funds tracked by Wall St. Rank hold BMVP as of Q3 2019.

Creative Financial Designs reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2019 after selling out during the quarter.
Creative Financial Designs sold 267 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2019, an estimated $9K.
Creative Financial Designs first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and held it in 7 quarters.
Creative Financial Designs's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.56M in Q3 2018.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2019.

Based on Creative Financial Designs's 13F filing for Q3 2019, filed 23 Oct 2019.