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
2026 Q2	$16.5K	Buy	+321	New	+$16.5K	﹤0.01%	3164
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 $445B AUM 25.58% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Global Retirement Partners's BMVP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2026: 321 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #3164 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BMVP as recently as Q4 2025.

Global Retirement Partners first reported a position in BMVP in Q3 2022 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Global Retirement Partners held 321 shares of Invesco Bloomberg MVP Multi-factor ETF worth $16.5K as of Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3164 holding.
Global Retirement Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2022 and has held it in 14 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.