JNBA Financial Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

JNBA Financial 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
2023 Q2	–	Sell	-327	Closed	-$12K	–	709
2023 Q1	$12K	Hold	327	–	–	﹤0.01%	456
2022 Q4	$11.3K	Hold	327	–	–	﹤0.01%	441
2022 Q3	$10K	Sell	327 -33	-9%	-$1.12K	﹤0.01%	452
2022 Q2	$11K	Hold	360	–	–	﹤0.01%	474
2022 Q1	$14K	Hold	360	–	–	﹤0.01%	453
2021 Q4	$15K	Hold	360	–	–	﹤0.01%	466
2021 Q3	$14K	Hold	360	–	–	﹤0.01%	469
2021 Q2	$15K	Hold	360	–	–	﹤0.01%	436
2021 Q1	$14K	Hold	360	–	–	﹤0.01%	425
2020 Q4	$13K	Hold	360	–	–	﹤0.01%	408
2020 Q3	$11K	Hold	360	–	–	﹤0.01%	398
2020 Q2	$11K	Hold	360	–	–	﹤0.01%	390
2020 Q1	$9K	Hold	360	–	–	﹤0.01%	390
2019 Q4	$12K	Hold	360	–	–	﹤0.01%	414
2019 Q3	$11K	Hold	360	–	–	﹤0.01%	396
2019 Q2	$12K	Hold	360	–	–	﹤0.01%	409
2019 Q1	$12K	Hold	360	–	–	﹤0.01%	383
2018 Q4	$11K	Buy	+360	New	+$11.5K	﹤0.01%	367
2018 Q3	–	Sell	-360	Closed	-$12K	–	507
2018 Q2	$12K	Hold	360	–	–	﹤0.01%	378
2018 Q1	$11K	Hold	360	–	–	﹤0.01%	367
2017 Q4	$11K	Hold	360	–	–	﹤0.01%	362
2017 Q3	$11K	Hold	360	–	–	﹤0.01%	353
2017 Q2	$10K	Sell	360 -180	-33%	-$5.07K	﹤0.01%	352
2017 Q1	$15K	Hold	540	–	–	﹤0.01%	318
2016 Q4	$15K	Buy	+540	New	+$14K	﹤0.01%	327
2016 Q3	–	Sell	-540	Closed	-$13K	–	1587
2016 Q2	$13K	Buy	+540	New	+$12.9K	﹤0.01%	321

Other funds holding BMVP

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

JNBA Financial Advisors's BMVP Position: Q2 2023 in Review

JNBA Financial Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2023, closing a stake of 327 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in BMVP in Q2 2016 and held it in 26 quarters. The position peaked at $15K in Q4 2021. 39 funds tracked by Wall St. Rank hold BMVP as of Q2 2023.

JNBA Financial Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 327 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2023, an estimated $12K.
JNBA Financial Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2016 and held it in 26 quarters.
JNBA Financial Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $15K in Q4 2021.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.