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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Creative Planning's BMVP Position: Q1 2026 in Review

Creative Planning held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 4,520 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

Creative Planning first reported a position in BMVP in Q3 2014 and has held it in 20 quarters since. The position peaked at $229K in Q3 2020. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Creative Planning held 4,520 shares of Invesco Bloomberg MVP Multi-factor ETF worth $225K as of Q1 2026.
Creative Planning left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3651 holding.
Creative Planning first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2014 and has held it in 20 quarters since.
Creative Planning's Invesco Bloomberg MVP Multi-factor ETF position peaked at $229K in Q3 2020.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.