LPL Financial
BMVP icon

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

LPL Financial’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 		$4.23M Sell
84,763
-2,558
-3% -$131K ﹤0.01% 2781
2025
Q4 		$4.26M Sell
87,321
-2,666
-3% -$130K ﹤0.01% 2673
2025
Q3 		$4.41M Sell
89,987
-4,848
-5% -$235K ﹤0.01% 2585
2025
Q2 		$4.59M Sell
94,835
-3,829
-4% -$180K ﹤0.01% 2379
2025
Q1 		$4.71M Buy
98,664
+3,902
+4% +$187K ﹤0.01% 2199
2024
Q4 		$4.44M Buy
94,762
+753
+0.8% +$36.7K ﹤0.01% 2174
2024
Q3 		$4.54M Buy
94,009
+3,704
+4% +$171K ﹤0.01% 2080
2024
Q2 		$3.98M Sell
90,305
-873
-1% -$38.3K ﹤0.01% 2041
2024
Q1 		$4.14M Sell
91,178
-2,607
-3% -$111K ﹤0.01% 1932
2023
Q4 		$3.8M Buy
93,785
+38,149
+69% +$1.44M ﹤0.01% 1875
2023
Q3 		$2.05M Buy
55,636
+1,261
+2% +$48.6K ﹤0.01% 2263
2023
Q2 		$2.1M Buy
54,375
+1,023
+2% +$37.7K ﹤0.01% 2205
2023
Q1 		$1.96M Sell
53,352
-753
-1% -$27.2K ﹤0.01% 2157
2022
Q4 		$1.87M Buy
54,105
+2,022
+4% +$71.3K ﹤0.01% 2117
2022
Q3 		$1.66M Sell
52,083
-417
-0.8% -$14.2K ﹤0.01% 2124
2022
Q2 		$1.65M Sell
52,500
-7,524
-13% -$261K ﹤0.01% 2177
2022
Q1 		$2.3M Buy
60,024
+8,496
+16% +$323K ﹤0.01% 1950
2021
Q4 		$2.16M Buy
51,528
+1,128
+2% +$46.3K ﹤0.01% 2035
2021
Q3 		$1.99M Sell
50,400
-204
-0.4% -$8.32K ﹤0.01% 2049
2021
Q2 		$2.06M Buy
50,604
+282
+0.6% +$11.4K ﹤0.01% 1954
2021
Q1 		$1.94M Buy
50,322
+2,145
+4% +$82.2K ﹤0.01% 1857
2020
Q4 		$1.7M Buy
48,177
+21
+0% +$701 ﹤0.01% 1781
2020
Q3 		$1.5M Sell
48,156
-6,369
-12% -$199K ﹤0.01% 1628
2020
Q2 		$1.61M Sell
54,525
-5,271
-9% -$145K ﹤0.01% 1493
2020
Q1 		$1.47M Sell
59,796
-12,168
-17% -$371K ﹤0.01% 1374
2019
Q4 		$2.37M Sell
71,964
-5,472
-7% -$176K ﹤0.01% 1244
2019
Q3 		$2.45M Buy
77,436
+8,652
+13% +$278K 0.01% 1131
2019
Q2 		$2.25M Sell
68,784
-10,674
-13% -$344K ﹤0.01% 1182
2019
Q1 		$2.55M Buy
79,458
+18,867
+31% +$595K 0.01% 1057
2018
Q4 		$1.78M Buy
60,591
+6,963
+13% +$223K ﹤0.01% 1136
2018
Q3 		$1.9M Buy
53,628
+8,928
+20% +$310K ﹤0.01% 1218
2018
Q2 		$1.5M Buy
44,700
+5,589
+14% +$186K ﹤0.01% 1339
2018
Q1 		$1.25M Sell
39,111
-660
-2% -$21.6K ﹤0.01% 1443
2017
Q4 		$1.26M Buy
39,771
+5,262
+15% +$164K ﹤0.01% 1358
2017
Q3 		$1.04M Sell
34,509
-5,898
-15% -$173K ﹤0.01% 1400
2017
Q2 		$1.15M Buy
40,407
+1,581
+4% +$44.5K ﹤0.01% 1285
2017
Q1 		$1.08M Sell
38,826
-1,152
-3% -$31.6K 0.01% 1208
2016
Q4 		$1.08M Sell
39,978
-1,116
-3% -$28.9K 0.01% 1169
2016
Q3 		$1.03M Sell
41,094
-5,382
-12% -$133K 0.01% 1169
2016
Q2 		$1.1M Sell
46,476
-57,819
-55% -$1.38M 0.01% 1106
2016
Q1 		$2.47M Sell
104,295
-30,081
-22% -$682K 0.01% 1076
2015
Q4 		$3.2M Buy
134,376
+82,098
+157% +$2.03M 0.01% 920
2015
Q3 		$1.26M Sell
52,278
-27
-0.1% -$668 0.01% 1098
2015
Q2 		$1.32M Buy
52,305
+3,657
+8% +$92.5K 0.01% 1153
2015
Q1 		$1.23M Sell
48,648
-687
-1% -$17K 0.01% 1208
2014
Q4 		$1.22M Sell
49,335
-711
-1% -$17K 0.01% 1170
2014
Q3 		$1.17M Sell
50,046
-1,296
-3% -$31.4K 0.01% 1172
2014
Q2 		$1.25M Buy
51,342
+1,518
+3% +$36K 0.01% 1168
2014
Q1 		$1.19M Buy
49,824
+1,950
+4% +$44.6K 0.01% 1152
2013
Q4 		$1.09M Sell
47,874
-2,025
-4% -$43.9K 0.01% 1192
2013
Q3 		$1.03M Sell
49,899
-1,527
-3% -$30.3K 0.01% 1165
2013
Q2 		$961K Buy
+51,426
New +$972K 0.01% 1147

Other funds holding BMVP

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

LPL Financial's BMVP Position: Q1 2026 in Review

LPL Financial reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 2.9% in Q1 2026, selling an estimated $131K and leaving 84,763 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

LPL Financial first reported a position in BMVP in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.71M in Q1 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

  • LPL Financial held 84,763 shares of Invesco Bloomberg MVP Multi-factor ETF worth $4.23M as of Q1 2026.
  • LPL Financial sold 2,558 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $131K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2781 holding.
  • LPL Financial first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco Bloomberg MVP Multi-factor ETF position peaked at $4.71M in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.