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Global Wealth Management Investment Advisory’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-1,041
Closed -$34K – 633
2019
Q2 		$34K Buy
+1,041
New +$33.5K 0.02% 204

Other funds holding BMVP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Global Wealth Management Investment Advisory's BMVP Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2019, closing a stake of 1,041 shares — an estimated $34K sold.

Global Wealth Management Investment Advisory first reported a position in BMVP in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 38 funds tracked by Wall St. Rank hold BMVP as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,041 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2019, an estimated $34K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco Bloomberg MVP Multi-factor ETF position peaked at $34K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.