IFWM

Institute for Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Institute for Wealth Management’s Portfolio BMVP Stock Details BMVP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.86M	Sell	59,203 -402	-0.7%	-$19.4K	0.32%	60
2025 Q1	$2.84M	Hold	59,605	–	–	0.36%	54
2024 Q4	$2.79M	Sell	59,605 -188	-0.3%	-$8.81K	0.35%	60
2024 Q3	$2.89M	Sell	59,793 -1,035	-2%	-$50K	0.36%	55
2024 Q2	$2.68M	Sell	60,828 -403	-0.7%	-$17.7K	0.36%	57
2024 Q1	$2.78M	Hold	61,231	–	–	0.36%	51
2023 Q4	$2.48M	Sell	61,231 -9,681	-14%	-$392K	0.4%	51
2023 Q3	$2.61M	Buy	70,912 +47,176	+199%	+$1.74M	0.47%	44
2023 Q2	$2.76M	Sell	23,736 -35	-0.1%	-$4.06K	0.46%	41
2023 Q1	$2.63M	Sell	23,771 -300	-1%	-$33.1K	0.5%	39
2022 Q4	$2.5M	Sell	24,071 -124	-0.5%	-$12.9K	0.53%	42
2022 Q3	$2.32M	Sell	24,195 -221	-0.9%	-$21.1K	0.52%	40
2022 Q2	$2.3M	Hold	24,416	–	–	0.45%	45
2022 Q1	$2.81M	Hold	24,416	–	–	0.45%	49
2021 Q4	$3.07M	Sell	24,416 -15	-0.1%	-$1.89K	0.5%	42
2021 Q3	$2.9M	Sell	24,431 -42	-0.2%	-$4.98K	0.51%	40
2021 Q2	$2.99M	Sell	24,473 -125	-0.5%	-$15.3K	0.52%	38
2021 Q1	$2.84M	Sell	24,598 -1,706	-6%	-$197K	0.54%	37
2020 Q4	$2.79M	Sell	26,304 -275	-1%	-$29.1K	0.55%	38
2020 Q3	$2.49M	Hold	26,579	–	–	0.57%	35
2020 Q2	$2.35M	Sell	26,579 -158	-0.6%	-$14K	0.58%	33
2020 Q1	$1.97M	Sell	26,737 -1,270	-5%	-$93.4K	0.61%	31
2019 Q4	$2.77M	Sell	28,007 -54	-0.2%	-$5.34K	0.63%	29
2019 Q3	$2.66M	Sell	28,061 -75	-0.3%	-$7.12K	0.67%	27
2019 Q2	$2.76M	Sell	28,136 -490	-2%	-$48.1K	0.61%	30
2019 Q1	$2.76M	Sell	28,626 -40	-0.1%	-$3.85K	0.6%	35
2018 Q4	$2.52M	Buy	+28,666	New	+$2.52M	1.04%	21
2018 Q2	–	Sell	-28,176	Closed	-$2.74M	–	213
2018 Q1	$2.74M	Sell	28,176 -1,010	-3%	-$98.1K	0.81%	21
2017 Q4	$2.78M	Sell	29,186 -90	-0.3%	-$8.58K	0.64%	36
2017 Q3	$2.66M	Sell	29,276 -29	-0.1%	-$2.63K	0.86%	26
2017 Q2	$2.51M	Buy	+29,305	New	+$2.51M	0.69%	24