Independent Portfolio Consultants’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Independent Portfolio Consultants’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
2015 Q1	–	Sell	-45,555	Closed	-$1.12M	–	990
2014 Q4	$1.12M	Buy	45,555 +15	+0%	+$359	0.23%	149
2014 Q3	$1.09M	Sell	45,540 -1,635	-3%	-$39.6K	0.29%	80
2014 Q2	$1.15M	Buy	47,175 +795	+2%	+$18.8K	0.32%	73
2014 Q1	$1.1M	Buy	+46,380	New	+$1.06M	0.35%	75

Other funds holding BMVP

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

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

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

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

Independent Portfolio Consultants's BMVP Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2015, closing a stake of 45,555 shares — an estimated $1.12M sold.

Independent Portfolio Consultants first reported a position in BMVP in Q1 2014 and held it in 4 quarters. The position peaked at $1.15M in Q2 2014. 35 funds tracked by Wall St. Rank hold BMVP as of Q1 2015.

Independent Portfolio Consultants reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 45,555 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2015, an estimated $1.12M.
Independent Portfolio Consultants first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2014 and held it in 4 quarters.
Independent Portfolio Consultants's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.15M in Q2 2014.
35 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.