J.W. Cole Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

J.W. Cole 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
2026 Q2	$218K	Buy	+4,249	New	+$218K	﹤0.01%	1465
2026 Q1	–	Sell	-4,416	Closed	-$216K	–	820
2025 Q4	$216K	Sell	4,416 -186	-4%	-$9.05K	0.01%	1269
2025 Q3	$226K	Buy	4,602 +17	+0.4%	+$826	﹤0.01%	1385
2025 Q2	$222K	Sell	4,585 -766	-14%	-$36K	﹤0.01%	1309
2025 Q1	$255K	Buy	+5,351	New	+$257K	0.01%	1043
2020 Q4	–	Sell	-13,803	Closed	-$431K	–	661
2020 Q3	$431K	Buy	+13,803	New	+$432K	0.03%	450

Other funds holding BMVP

IFWM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

J.W. Cole Advisors's BMVP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2026: 4,249 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BMVP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BMVP in Q3 2020 and has held it in 6 quarters since. The position peaked at $431K in Q3 2020. 11 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

J.W. Cole Advisors held 4,249 shares of Invesco Bloomberg MVP Multi-factor ETF worth $218K as of Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1465 holding.
J.W. Cole Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $431K in Q3 2020.
11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.