Envestnet Asset Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Envestnet Asset 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
2026 Q1	–	Sell	-4,231	Closed	-$207K	–	4721
2025 Q4	$207K	Buy	+4,231	New	+$206K	﹤0.01%	4252
2019 Q4	–	Sell	-7,371	Closed	-$233K	–	3086
2019 Q3	$233K	Sell	7,371 -4,944	-40%	-$159K	﹤0.01%	2797
2019 Q2	$403K	Sell	12,315 -183	-1%	-$5.89K	﹤0.01%	2499
2019 Q1	$401K	Sell	12,498 -630	-5%	-$19.9K	﹤0.01%	2469
2018 Q4	$385K	Buy	+13,128	New	+$420K	﹤0.01%	2296
2018 Q3	–	Sell	-5,595	Closed	-$188K	–	1404
2018 Q2	$188K	Hold	5,595	–	–	﹤0.01%	1692
2018 Q1	$178K	Hold	5,595	–	–	﹤0.01%	1641
2017 Q4	$178K	Hold	5,595	–	–	﹤0.01%	1894
2017 Q3	$169K	Sell	5,595 -3	-0.1%	-$88	﹤0.01%	1893
2017 Q2	$159K	Buy	5,598 +3	+0.1%	+$85	﹤0.01%	1950
2017 Q1	$157K	Buy	5,595 +105	+2%	+$2.88K	﹤0.01%	2013
2016 Q4	$147K	Buy	+5,490	New	+$142K	﹤0.01%	2021
2016 Q3	–	Sell	-7,335	Closed	-$175K	–	2916
2016 Q2	$175K	Buy	7,335 +291	+4%	+$6.94K	﹤0.01%	2167
2016 Q1	$169K	Hold	7,044	–	–	﹤0.01%	2164
2015 Q4	$172K	Sell	7,044 -2,355	-25%	-$58.2K	﹤0.01%	2108
2015 Q3	$219K	Buy	+9,399	New	+$232K	﹤0.01%	1966
2014 Q4	–	Sell	-192	Closed	-$5K	–	2508
2014 Q3	$5K	Buy	+192	New	+$4.65K	﹤0.01%	2292

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

Envestnet Asset Management's BMVP Position: Q1 2026 in Review

Envestnet Asset Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2026, closing a stake of 4,231 shares — an estimated $207K sold.

Envestnet Asset Management first reported a position in BMVP in Q3 2014 and held it in 17 quarters. The position peaked at $403K in Q2 2019. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Envestnet Asset Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 4,231 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $207K.
Envestnet Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2014 and held it in 17 quarters.
Envestnet Asset Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $403K in Q2 2019.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.