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

Lenox Wealth 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
2020 Q2	$2K	Hold	78	–	–	﹤0.01%	632
2020 Q1	$1K	Hold	78	–	–	﹤0.01%	650
2019 Q4	$3K	Hold	78	–	–	﹤0.01%	594
2019 Q3	$2K	Hold	78	–	–	﹤0.01%	619
2019 Q2	$2K	Hold	78	–	–	﹤0.01%	592
2019 Q1	$3K	Sell	78 -18	-19%	-$568	﹤0.01%	570
2018 Q4	$2K	Sell	96 -30	-24%	-$959	﹤0.01%	541
2018 Q3	$3K	Buy	+126	New	+$4.38K	﹤0.01%	545

Other funds holding BMVP

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Lenox Wealth Management's BMVP Position: Q2 2020 in Review

Lenox Wealth Management held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2020 at 78 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Lenox Wealth Management first reported a position in BMVP in Q3 2018 and has held it in 8 quarters since. The position peaked at $3K in Q4 2019. 33 funds tracked by Wall St. Rank hold BMVP as of Q2 2020.

Lenox Wealth Management held 78 shares of Invesco Bloomberg MVP Multi-factor ETF worth $2K as of Q2 2020.
Lenox Wealth Management left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2020.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #632 holding.
Lenox Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $3K in Q4 2019.
33 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.