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

Evanson 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	$300K	Hold	6,021	–	–	0.02%	250
2025 Q4	$294K	Hold	6,021	–	–	0.02%	266
2025 Q3	$295K	Hold	6,021	–	–	0.02%	260
2025 Q2	$291K	Hold	6,021	–	–	0.02%	259
2025 Q1	$287K	Hold	6,021	–	–	0.02%	243
2024 Q4	$282K	Hold	6,021	–	–	0.02%	248
2024 Q3	$291K	Hold	6,021	–	–	0.02%	256
2024 Q2	$265K	Hold	6,021	–	–	0.02%	255
2024 Q1	$274K	Hold	6,021	–	–	0.02%	255
2023 Q4	$244K	Hold	6,021	–	–	0.02%	259
2023 Q3	$221K	Buy	+6,021	New	+$232K	0.02%	253
2018 Q2	–	Sell	-8,118	Closed	-$259K	–	253
2018 Q1	$259K	Hold	8,118	–	–	0.05%	209
2017 Q4	$258K	Hold	8,118	–	–	0.05%	210
2017 Q3	$246K	Hold	8,118	–	–	0.05%	197
2017 Q2	$231K	Hold	8,118	–	–	0.05%	198
2017 Q1	$227K	Hold	8,118	–	–	0.06%	193
2016 Q4	$218K	Hold	8,118	–	–	0.06%	193
2016 Q3	$205K	Buy	+8,118	New	+$201K	0.06%	188
2015 Q3	–	Sell	-8,118	Closed	-$205K	–	205
2015 Q2	$205K	Hold	8,118	–	–	0.07%	189
2015 Q1	$206K	Hold	8,118	–	–	0.07%	180
2014 Q4	$200K	Buy	+8,118	New	+$194K	0.07%	176

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

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

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

Evanson Asset Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 6,021 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #250.

Evanson Asset Management first reported a position in BMVP in Q4 2014 and has held it in 21 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Evanson Asset Management held 6,021 shares of Invesco Bloomberg MVP Multi-factor ETF worth $300K as of Q1 2026.
Evanson Asset Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #250 holding.
Evanson Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 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 Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.