Ladenburg Thalmann Financial Services’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$223K	Sell	6,789 -39	-0.6%	-$1.25K	﹤0.01%	2415
2019 Q3	$215K	Sell	6,828 -663	-9%	-$21.3K	﹤0.01%	2398
2019 Q2	$246K	Buy	7,491 +2,292	+44%	+$73.8K	﹤0.01%	2316
2019 Q1	$166K	Hold	5,199	–	–	﹤0.01%	2532
2018 Q4	$152K	Hold	5,199	–	–	﹤0.01%	2438
2018 Q3	$184K	Buy	5,199 +879	+20%	+$30.5K	﹤0.01%	2372
2018 Q2	$137K	Hold	4,320	–	–	﹤0.01%	2527
2018 Q1	$137K	Sell	4,320 -450	-9%	-$14.7K	﹤0.01%	2527
2017 Q4	$151K	Hold	4,770	–	–	﹤0.01%	2423
2017 Q3	$145K	Buy	4,770 +450	+10%	+$13.2K	﹤0.01%	2343
2017 Q2	$123K	Hold	4,320	–	–	﹤0.01%	2388
2017 Q1	$121K	Buy	4,320 +270	+7%	+$7.42K	﹤0.01%	2267
2016 Q4	$109K	Sell	4,050 -195	-5%	-$5.05K	﹤0.01%	2257
2016 Q3	$107K	Hold	4,245	–	–	﹤0.01%	2199
2016 Q2	$101K	Sell	4,245 -810	-16%	-$19.3K	﹤0.01%	2157
2016 Q1	$122K	Sell	5,055 -1,317	-21%	-$29.9K	﹤0.01%	1924
2015 Q4	$156K	Buy	6,372 +3	+0%	+$74	﹤0.01%	1749
2015 Q3	$148K	Sell	6,369 -990	-13%	-$24.5K	﹤0.01%	1708
2015 Q2	$187K	Hold	7,359	–	–	﹤0.01%	1650
2015 Q1	$187K	Buy	7,359 +4,575	+164%	+$113K	﹤0.01%	1613
2014 Q4	$69K	Buy	2,784 +1,050	+61%	+$25.1K	﹤0.01%	2141
2014 Q3	$42K	Hold	1,734	–	–	﹤0.01%	2148
2014 Q2	$42K	Hold	1,734	–	–	﹤0.01%	2153
2014 Q1	$41K	Hold	1,734	–	–	﹤0.01%	2100
2013 Q4	$39K	Hold	1,734	–	–	﹤0.01%	2082
2013 Q3	$35K	Buy	1,734 +1,500	+641%	+$29.7K	﹤0.01%	2064
2013 Q2	$4K	Buy	+234	New	+$4.42K	﹤0.01%	3117

Other funds holding BMVP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BMVP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.57% in Q4 2019, selling an estimated $1.25K and leaving 6,789 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Ladenburg Thalmann Financial Services first reported a position in BMVP in Q2 2013 and has held it in 27 quarters since. The position peaked at $246K in Q2 2019. 38 funds tracked by Wall St. Rank hold BMVP as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,789 shares of Invesco Bloomberg MVP Multi-factor ETF worth $223K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 39 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2019, an estimated $1.25K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2415 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Invesco Bloomberg MVP Multi-factor ETF position peaked at $246K in Q2 2019.
38 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.