Global Retirement Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Global Retirement Partners’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
2025 Q4	$15.7K	Hold	321	–	–	﹤0.01%	2975
2025 Q3	$15.7K	Hold	321	–	–	﹤0.01%	2503
2025 Q2	$15.5K	Buy	+321	New	+$15.1K	﹤0.01%	2413
2024 Q4	$15K	Hold	321	–	–	﹤0.01%	2229
2024 Q3	$15.5K	Hold	321	–	–	﹤0.01%	2115
2024 Q2	$14.1K	Hold	321	–	–	﹤0.01%	2156
2024 Q1	$14.6K	Hold	321	–	–	﹤0.01%	1949
2023 Q4	$12.9K	Hold	321	–	–	﹤0.01%	1953
2023 Q3	$11.7K	Hold	321	–	–	﹤0.01%	1886
2023 Q2	$12.4K	Hold	321	–	–	﹤0.01%	1883
2023 Q1	$11.6K	Buy	321 +156	+95%	+$5.64K	﹤0.01%	1866
2022 Q4	$5.72K	Hold	165	–	–	﹤0.01%	1982
2022 Q3	$6K	Buy	+165	New	+$5.6K	﹤0.01%	1844

Other funds holding BMVP

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Global Retirement Partners's BMVP Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q4 2025 at 321 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Global Retirement Partners first reported a position in BMVP in Q3 2022 and has held it in 13 quarters since. The position peaked at $15.7K in Q3 2025. 42 funds tracked by Wall St. Rank hold BMVP as of Q4 2025.

Global Retirement Partners held 321 shares of Invesco Bloomberg MVP Multi-factor ETF worth $15.7K as of Q4 2025.
Global Retirement Partners left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q4 2025.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2975 holding.
Global Retirement Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2022 and has held it in 13 quarters since.
Global Retirement Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $15.7K in Q3 2025.
42 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.