Evolution Wealth Management
BMVP icon

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
Q3 		$3.57K Hold
69
– – ﹤0.01% 683
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

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Creative Planning
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Evolution Wealth Management's BMVP Position: Q3 2026 in Review

Evolution Wealth Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q3 2026 at 69 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Evolution Wealth Management first reported a position in BMVP in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

  • Evolution Wealth Management held 69 shares of Invesco Bloomberg MVP Multi-factor ETF worth $3.57K as of Q3 2026.
  • Evolution Wealth Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q3 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q3 2026, its #683 holding.
  • Evolution Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.