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Dale Q Rice Investment Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Dale Q Rice Investment Management’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
2025
Q2 		– Sell
-6,220
Closed -$297K – 71
2025
Q1 		$297K Buy
+6,220
New +$299K 0.15% 69

Other funds holding BMVP

RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Dale Q Rice Investment Management's BMVP Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2025, closing a stake of 6,220 shares — an estimated $297K sold.

Dale Q Rice Investment Management first reported a position in BMVP in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 44 funds tracked by Wall St. Rank hold BMVP as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 6,220 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2025, an estimated $297K.
  • Dale Q Rice Investment Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $297K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.