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Genesis Wealth Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$92.6K Hold
3,660
– – 0.08% 125
2015
Q1 		$92.5K Hold
3,660
– – 0.08% 133
2014
Q4 		$92.5K Buy
+3,660
New +$87.6K 0.07% 149

Other funds holding BMVP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genesis Wealth Advisors's BMVP Position: Q2 2015 in Review

Genesis Wealth Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2015 at 3,660 shares worth $92.6K. The position accounts for 0.08% of the portfolio, ranked #125.

Genesis Wealth Advisors first reported a position in BMVP in Q4 2014 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BMVP as of Q2 2015.

  • Genesis Wealth Advisors held 3,660 shares of Invesco Bloomberg MVP Multi-factor ETF worth $92.6K as of Q2 2015.
  • Genesis Wealth Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2015.
  • Invesco Bloomberg MVP Multi-factor ETF made up 0.08% of Genesis Wealth Advisors's portfolio in Q2 2015, its #125 holding.
  • Genesis Wealth Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2014 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.