Jones Financial Companies’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Jones Financial Companies’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	$168K	Sell	3,277 -247	-7%	-$12.7K	﹤0.01%	2659
2026 Q1	$174K	Sell	3,524 -889	-20%	-$45.5K	﹤0.01%	2450
2025 Q4	$216K	Sell	4,413 -16	-0.4%	-$779	﹤0.01%	1875
2025 Q3	$216K	Buy	4,429 +1,548	+54%	+$75.2K	﹤0.01%	1754
2025 Q2	$138K	Buy	2,881 +481	+20%	+$22.6K	﹤0.01%	1800
2025 Q1	$113K	Hold	2,400	–	–	﹤0.01%	1719
2024 Q4	$112K	Buy	2,400 +891	+59%	+$43.4K	﹤0.01%	1588
2024 Q3	$72.6K	Buy	1,509 +399	+36%	+$18.4K	﹤0.01%	1511
2024 Q2	$48.9K	Buy	+1,110	New	+$48.7K	﹤0.01%	1260
2013 Q3	–	Sell	-1,179	Closed	-$22K	–	725
2013 Q2	$22K	Buy	+1,179	New	+$22.3K	﹤0.01%	447

Other funds holding BMVP

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Jones Financial Companies's BMVP Position: Q2 2026 in Review

Jones Financial Companies reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 7% in Q2 2026, selling an estimated $12.7K and leaving 3,277 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Jones Financial Companies first reported a position in BMVP in Q2 2013 and has held it in 10 quarters since. The position peaked at $216K in Q3 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Jones Financial Companies held 3,277 shares of Invesco Bloomberg MVP Multi-factor ETF worth $168K as of Q2 2026.
Jones Financial Companies sold 247 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $12.7K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2659 holding.
Jones Financial Companies first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 10 quarters since.
Jones Financial Companies's Invesco Bloomberg MVP Multi-factor ETF position peaked at $216K in Q3 2025.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.