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

Family 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
2024
Q3 		$36.2K Hold
750
– – 0.02% 150
2024
Q2 		$33K Hold
750
– – 0.02% 156
2024
Q1 		$34.1K Hold
750
– – 0.02% 138
2023
Q4 		$30.4K Hold
750
– – 0.02% 140
2023
Q3 		$27.6K Hold
750
– – 0.02% 142
2023
Q2 		$29K Hold
750
– – 0.02% 152
2023
Q1 		$27.6K Buy
+750
New +$27.1K 0.02% 145

Other funds holding BMVP

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Family Asset Management's BMVP Position: Q3 2024 in Review

Family Asset Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q3 2024 at 750 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #150.

Family Asset Management first reported a position in BMVP in Q1 2023 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold BMVP as of Q3 2024.

  • Family Asset Management held 750 shares of Invesco Bloomberg MVP Multi-factor ETF worth $36.2K as of Q3 2024.
  • Family Asset Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q3 2024.
  • Invesco Bloomberg MVP Multi-factor ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #150 holding.
  • Family Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2023 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.