Kalos Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Kalos Management’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 Q3	–	Sell	-72	Closed	-$2.79K	–	3
2023 Q2	$2.79K	Hold	72	–	–	0.01%	117
2023 Q1	$2.65K	Hold	72	–	–	0.01%	320
2022 Q4	$2.5K	Buy	+72	New	+$2.54K	0.01%	114

Other funds holding BMVP

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return

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

Kalos Management's BMVP Position: Q3 2023 in Review

Kalos Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2023, closing a stake of 72 shares — an estimated $2.79K sold.

Kalos Management first reported a position in BMVP in Q4 2022 and held it in 3 quarters. The position peaked at $2.79K in Q2 2023. 39 funds tracked by Wall St. Rank hold BMVP as of Q3 2023.

Kalos Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 72 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2023, an estimated $2.79K.
Kalos Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2022 and held it in 3 quarters.
Kalos Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $2.79K in Q2 2023.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.