Hochman Cole Investment Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Hochman Cole Investment 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
2021 Q3	–	Sell	-5,547	Closed	-$226K	–	129
2021 Q2	$226K	Hold	5,547	–	–	0.09%	118
2021 Q1	$214K	Buy	+5,547	New	+$212K	0.09%	123
2018 Q4	–	Sell	-6,303	Closed	-$223K	–	106
2018 Q3	$223K	Hold	6,303	–	–	0.14%	102
2018 Q2	$212K	Hold	6,303	–	–	0.14%	100
2018 Q1	$201K	Hold	6,303	–	–	0.14%	97
2017 Q4	$200K	Sell	6,303 -600	-9%	-$18.7K	0.13%	101
2017 Q3	$209K	Buy	+6,903	New	+$202K	0.14%	93
2017 Q2	–	Sell	-7,782	Closed	-$218K	–	91
2017 Q1	$218K	Sell	7,782 -219	-3%	-$6.02K	0.16%	81
2016 Q4	$215K	Sell	8,001 -732	-8%	-$19K	0.16%	86
2016 Q3	$221K	Hold	8,733	–	–	0.16%	77
2016 Q2	$209K	Hold	8,733	–	–	0.17%	72
2016 Q1	$209K	Hold	8,733	–	–	0.18%	74
2015 Q4	$213K	Buy	+8,733	New	+$216K	0.18%	71

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Hochman Cole Investment Advisors's BMVP Position: Q3 2021 in Review

Hochman Cole Investment Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2021, closing a stake of 5,547 shares — an estimated $226K sold.

Hochman Cole Investment Advisors first reported a position in BMVP in Q4 2015 and held it in 13 quarters. The position peaked at $226K in Q2 2021. 33 funds tracked by Wall St. Rank hold BMVP as of Q3 2021.

Hochman Cole Investment Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 5,547 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2021, an estimated $226K.
Hochman Cole Investment Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2015 and held it in 13 quarters.
Hochman Cole Investment Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $226K in Q2 2021.
33 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.