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Jaffetilchin Investment Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-78
Closed -$3.77K – 483
2024
Q3 		$3.77K Buy
+78
New +$3.6K ﹤0.01% 1093

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $1.49B AUM 26.43% 1-Year Est. Return

Jaffetilchin Investment Partners's BMVP Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2024, closing a stake of 78 shares — an estimated $3.77K sold.

Jaffetilchin Investment Partners first reported a position in BMVP in Q3 2024 and held it in 1 quarter. The position peaked at $3.77K in Q3 2024. 44 funds tracked by Wall St. Rank hold BMVP as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 78 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2024, an estimated $3.77K.
  • Jaffetilchin Investment Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $3.77K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.