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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.84M	Sell	56,973 -478	-0.8%	-$24.5K	0.3%	71
2025 Q4	$2.81M	Sell	57,451 -1,509	-3%	-$73.5K	0.3%	70
2025 Q3	$2.89M	Sell	58,960 -243	-0.4%	-$11.8K	0.3%	65
2025 Q2	$2.86M	Sell	59,203 -402	-0.7%	-$18.9K	0.32%	60
2025 Q1	$2.84M	Hold	59,605	–	–	0.36%	54
2024 Q4	$2.79M	Sell	59,605 -188	-0.3%	-$9.17K	0.35%	60
2024 Q3	$2.89M	Sell	59,793 -1,035	-2%	-$47.7K	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%	-$366K	0.4%	51
2023 Q3	$2.61M	Sell	70,912 -296	-0.4%	-$11.4K	0.47%	44
2023 Q2	$2.76M	Sell	71,208 -105	-0.1%	-$3.87K	0.46%	46
2023 Q1	$2.63M	Sell	71,313 -900	-1%	-$32.5K	0.5%	40
2022 Q4	$2.5M	Sell	72,213 -372	-0.5%	-$13.1K	0.53%	42
2022 Q3	$2.31M	Sell	72,585 -663	-0.9%	-$22.5K	0.52%	40
2022 Q2	$2.3M	Hold	73,248	–	–	0.45%	46
2022 Q1	$2.81M	Hold	73,248	–	–	0.45%	50
2021 Q4	$3.07M	Sell	73,248 -45	-0.1%	-$1.85K	0.5%	42
2021 Q3	$2.9M	Sell	73,293 -126	-0.2%	-$5.14K	0.51%	40
2021 Q2	$2.99M	Sell	73,419 -375	-0.5%	-$15.2K	0.52%	38
2021 Q1	$2.84M	Sell	73,794 -5,118	-6%	-$196K	0.54%	37
2020 Q4	$2.79M	Sell	78,912 -825	-1%	-$27.5K	0.55%	38
2020 Q3	$2.49M	Hold	79,737	–	–	0.57%	35
2020 Q2	$2.35M	Sell	79,737 -474	-0.6%	-$13.1K	0.58%	33
2020 Q1	$1.97M	Sell	80,211 -3,810	-5%	-$116K	0.61%	33
2019 Q4	$2.77M	Sell	84,021 -162	-0.2%	-$5.21K	0.63%	29
2019 Q3	$2.66M	Sell	84,183 -225	-0.3%	-$7.22K	0.67%	27
2019 Q2	$2.76M	Sell	84,408 -1,470	-2%	-$47.4K	0.61%	30
2019 Q1	$2.75M	Sell	85,878 -120	-0.1%	-$3.79K	0.6%	35
2018 Q4	$2.52M	Buy	+85,998	New	+$2.75M	1.04%	21
2018 Q2	–	Sell	-84,528	Closed	-$2.74M	–	218
2018 Q1	$2.74M	Sell	84,528 -3,030	-3%	-$99.1K	0.81%	21
2017 Q4	$2.78M	Sell	87,558 -270	-0.3%	-$8.43K	0.64%	36
2017 Q3	$2.66M	Sell	87,828 -87	-0.1%	-$2.54K	0.86%	26
2017 Q2	$2.51M	Buy	+87,915	New	+$2.48M	0.69%	24

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Institute for Wealth Management's BMVP Position: Q1 2026 in Review

Institute for Wealth Management reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.83% in Q1 2026, selling an estimated $24.5K and leaving 56,973 shares worth $2.84M. The position accounts for 0.3% of the portfolio, ranked #71.

Institute for Wealth Management first reported a position in BMVP in Q2 2017 and has held it in 34 quarters since. The position peaked at $3.07M in Q4 2021. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Institute for Wealth Management held 56,973 shares of Invesco Bloomberg MVP Multi-factor ETF worth $2.84M as of Q1 2026.
Institute for Wealth Management sold 478 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $24.5K.
Invesco Bloomberg MVP Multi-factor ETF made up 0.3% of Institute for Wealth Management's portfolio in Q1 2026, its #71 holding.
Institute for Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2017 and has held it in 34 quarters since.
Institute for Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $3.07M in Q4 2021.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.