Creative Planning
BMVP icon

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

Creative Planning’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
Q3 		$364K Buy
7,028
+2,508
+55% +$134K ﹤0.01% 3521
2026
Q2 		$232K Hold
4,520
– – ﹤0.01% 3772
2026
Q1 		$225K Hold
4,520
– – ﹤0.01% 3651
2025
Q4 		$221K Hold
4,520
– – ﹤0.01% 3477
2025
Q3 		$222K Hold
4,520
– – ﹤0.01% 3388
2025
Q2 		$219K Hold
4,520
– – ﹤0.01% 3154
2025
Q1 		$216K Buy
4,520
+9
+0.2% +$432 ﹤0.01% 3002
2024
Q4 		$211K Buy
4,511
+8
+0.2% +$390 ﹤0.01% 2935
2024
Q3 		$217K Buy
+4,503
New +$208K ﹤0.01% 2767
2024
Q2 		– Sell
-4,491
Closed -$204K – 3081
2024
Q1 		$204K Buy
+4,491
New +$191K ﹤0.01% 2555
2020
Q4 		– Sell
-7,332
Closed -$229K – 2353
2020
Q3 		$229K Buy
+7,332
New +$229K ﹤0.01% 1597
2017
Q3 		– Sell
-2,100
Closed -$60K – 2104
2017
Q2 		$60K Sell
2,100
-315
-13% -$8.87K ﹤0.01% 2369
2017
Q1 		$68K Buy
2,415
+315
+15% +$8.65K ﹤0.01% 2239
2016
Q4 		$57K Hold
2,100
– – ﹤0.01% 2287
2016
Q3 		$53K Hold
2,100
– – ﹤0.01% 2309
2016
Q2 		$50K Hold
2,100
– – ﹤0.01% 2134
2016
Q1 		$50K Hold
2,100
– – ﹤0.01% 2107
2015
Q4 		$51K Sell
2,100
-1,533
-42% -$37.9K ﹤0.01% 2102
2015
Q3 		$85K Buy
+3,633
New +$89.8K ﹤0.01% 1677
2015
Q2 		– Sell
-2,658
Closed -$68K – 1325
2015
Q1 		$68K Buy
2,658
+1,896
+249% +$46.9K ﹤0.01% 1795
2014
Q4 		$19K Buy
762
+204
+37% +$4.88K ﹤0.01% 2677
2014
Q3 		$13K Buy
+558
New +$13.5K ﹤0.01% 2784

Other funds holding BMVP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Creative Planning's BMVP Position: Q3 2026 in Review

Creative Planning increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 55% in Q3 2026, buying an estimated $134K and bringing the position to 7,028 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Creative Planning first reported a position in BMVP in Q3 2014 and has held it in 22 quarters since. 11 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

  • Creative Planning held 7,028 shares of Invesco Bloomberg MVP Multi-factor ETF worth $364K as of Q3 2026.
  • Creative Planning bought 2,508 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2026, an estimated $134K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3521 holding.
  • Creative Planning first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2014 and has held it in 22 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.