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Evolution Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Evolution Wealth 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
Q2 		$3.54K Hold
69
– – ﹤0.01% 762
2026
Q1 		$3.44K Hold
69
– – ﹤0.01% 676
2025
Q4 		$3.37K Buy
+69
New +$3.36K ﹤0.01% 591

Other funds holding BMVP

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Evolution Wealth Management's BMVP Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2026 at 69 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Evolution Wealth Management first reported a position in BMVP in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • Evolution Wealth Management held 69 shares of Invesco Bloomberg MVP Multi-factor ETF worth $3.54K as of Q2 2026.
  • Evolution Wealth Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #762 holding.
  • Evolution Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.