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

HighTower 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
2023 Q4	–	Sell	-7,146	Closed	-$262K	–	3652
2023 Q3	$262K	Hold	7,146	–	–	﹤0.01%	2699
2023 Q2	$277K	Hold	7,146	–	–	﹤0.01%	2616
2023 Q1	$263K	Hold	7,146	–	–	﹤0.01%	2549
2022 Q4	$248K	Hold	7,146	–	–	﹤0.01%	2609
2022 Q3	$228K	Hold	7,146	–	–	﹤0.01%	2521
2022 Q2	$225K	Sell	7,146 -432	-6%	-$15K	﹤0.01%	2552
2022 Q1	$291K	Hold	7,578	–	–	﹤0.01%	2547
2021 Q4	$318K	Hold	7,578	–	–	﹤0.01%	2446
2021 Q3	$299K	Buy	+7,578	New	+$309K	﹤0.01%	2414

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors's BMVP Position: Q4 2023 in Review

HighTower Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2023, closing a stake of 7,146 shares — an estimated $262K sold.

HighTower Advisors first reported a position in BMVP in Q3 2021 and held it in 9 quarters. The position peaked at $318K in Q4 2021. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2023.

HighTower Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 7,146 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2023, an estimated $262K.
HighTower Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2021 and held it in 9 quarters.
HighTower Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $318K in Q4 2021.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.