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

MAI Capital 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
2026 Q2	–	Sell	-3,027	Closed	-$151K	–	2410
2026 Q1	$151K	Hold	3,027	–	–	﹤0.01%	1618
2025 Q4	$148K	Hold	3,027	–	–	﹤0.01%	1439
2025 Q3	$148K	Hold	3,027	–	–	﹤0.01%	1379
2025 Q2	$146K	Hold	3,027	–	–	﹤0.01%	1318
2025 Q1	$144K	Hold	3,027	–	–	﹤0.01%	1251
2024 Q4	$142K	Buy	+3,027	New	+$148K	﹤0.01%	1280
2022 Q2	–	Sell	-5,901	Closed	-$226K	–	905
2022 Q1	$226K	Hold	5,901	–	–	﹤0.01%	793
2021 Q4	$247K	Buy	+5,901	New	+$242K	﹤0.01%	761

Other funds holding BMVP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MAI Capital Management's BMVP Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2026, closing a stake of 3,027 shares — an estimated $151K sold.

MAI Capital Management first reported a position in BMVP in Q4 2021 and held it in 8 quarters. The position peaked at $247K in Q4 2021. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

MAI Capital Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3,027 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $151K.
MAI Capital Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2021 and held it in 8 quarters.
MAI Capital Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $247K in Q4 2021.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.