PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$36.6K	Buy	713 +3	+0.4%	+$154	0.01%	359
2026 Q1	$35.4K	Buy	710 +3	+0.4%	+$154	0.01%	327
2025 Q4	$34.5K	Buy	707 +4	+0.6%	+$195	0.01%	345
2025 Q3	$34.5K	Buy	703 +3	+0.4%	+$146	0.01%	321
2025 Q2	$33.9K	Buy	+700	New	+$32.9K	0.01%	304

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BMVP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.42% in Q2 2026, buying an estimated $154 and bringing the position to 713 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #359.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BMVP in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 713 shares of Invesco Bloomberg MVP Multi-factor ETF worth $36.6K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $154.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #359 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.