Creative Planning
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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Creative Planning's BMVP Position: Q2 2026 in Review

Creative Planning held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2026 at 4,520 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

Creative Planning first reported a position in BMVP in Q3 2014 and has held it in 21 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • Creative Planning held 4,520 shares of Invesco Bloomberg MVP Multi-factor ETF worth $232K as of Q2 2026.
  • Creative Planning left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3772 holding.
  • Creative Planning first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2014 and has held it in 21 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.