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

Evanson Financial’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	$309K	Buy	+6,021	New	+$309K	0.02%	262

Other funds holding BMVP

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $1.49B AUM 26.43% 1-Year Est. Return

Evanson Financial's BMVP Position: Q2 2026 in Review

Evanson Financial opened a new position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2026: 6,021 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Evanson Financial held 6,021 shares of Invesco Bloomberg MVP Multi-factor ETF worth $309K as of Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF was a new Evanson Financial position in Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #262 holding.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.