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 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 $377B AUM 19.32% 1-Year Est. Return

IFWM

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

Morgan Stanley New York $1.66T 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 $79.5B AUM 27.1% 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 $83.7B AUM 27.22% 1-Year Est. Return

EAM

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

Jones Financial Companies's BMVP Position: Q1 2026 in Review

Jones Financial Companies reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 20% in Q1 2026, selling an estimated $45.5K and leaving 3,524 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Jones Financial Companies first reported a position in BMVP in Q2 2013 and has held it in 9 quarters since. The position peaked at $216K in Q3 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Jones Financial Companies held 3,524 shares of Invesco Bloomberg MVP Multi-factor ETF worth $174K as of Q1 2026.
Jones Financial Companies sold 889 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $45.5K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2450 holding.
Jones Financial Companies first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 9 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 Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.