Disciplined Investments’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-2,577	Closed	-$99.8K	–	286
2023 Q2	$99.8K	Hold	2,577	–	–	0.05%	149
2023 Q1	$94.9K	Hold	2,577	–	–	0.04%	170
2022 Q4	$89.3K	Hold	2,577	–	–	0.04%	152
2022 Q3	$82K	Hold	2,577	–	–	0.04%	172
2022 Q2	$81K	Hold	2,577	–	–	0.04%	178
2022 Q1	$99K	Hold	2,577	–	–	0.04%	172
2021 Q4	$108K	Hold	2,577	–	–	0.05%	151
2021 Q3	$102K	Hold	2,577	–	–	0.05%	149
2021 Q2	$105K	Hold	2,577	–	–	0.05%	142
2021 Q1	$99K	Hold	2,577	–	–	0.06%	132
2020 Q4	$91K	Hold	2,577	–	–	0.06%	118
2020 Q3	$80K	Hold	2,577	–	–	0.06%	131
2020 Q2	$76K	Hold	2,577	–	–	0.06%	131
2020 Q1	$63K	Hold	2,577	–	–	0.06%	134
2019 Q4	$85K	Buy	+2,577	New	+$82.9K	0.07%	128

Other funds holding BMVP

IFWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

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

Disciplined Investments's BMVP Position: Q3 2023 in Review

Disciplined Investments sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2023, closing a stake of 2,577 shares — an estimated $99.8K sold.

Disciplined Investments first reported a position in BMVP in Q4 2019 and held it in 15 quarters. The position peaked at $108K in Q4 2021. 39 funds tracked by Wall St. Rank hold BMVP as of Q3 2023.

Disciplined Investments reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2,577 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2023, an estimated $99.8K.
Disciplined Investments first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Invesco Bloomberg MVP Multi-factor ETF position peaked at $108K in Q4 2021.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.