McIlrath & Eck’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

McIlrath & Eck’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
2024 Q4	–	Sell	-738	Closed	-$35.6K	–	984
2024 Q3	$35.6K	Hold	738	–	–	﹤0.01%	373
2024 Q2	$32.5K	Hold	738	–	–	﹤0.01%	354
2024 Q1	$33.5K	Hold	738	–	–	0.01%	351
2023 Q4	$29.9K	Hold	738	–	–	0.01%	340
2023 Q3	$27.1K	Hold	738	–	–	0.01%	357
2023 Q2	$28.6K	Hold	738	–	–	0.01%	353
2023 Q1	$27.2K	Hold	738	–	–	0.01%	353
2022 Q4	$25.6K	Hold	738	–	–	0.01%	370
2022 Q3	$24K	Hold	738	–	–	0.01%	368
2022 Q2	$23K	Hold	738	–	–	0.01%	360
2022 Q1	$28K	Hold	738	–	–	0.01%	330
2021 Q4	$31K	Hold	738	–	–	0.01%	317
2021 Q3	$29K	Hold	738	–	–	0.01%	316
2021 Q2	$30K	Hold	738	–	–	0.01%	312
2021 Q1	$28K	Hold	738	–	–	0.01%	284
2020 Q4	$26K	Sell	738 -237	-24%	-$7.91K	0.01%	263
2020 Q3	$30K	Hold	975	–	–	0.01%	206
2020 Q2	$29K	Hold	975	–	–	0.01%	191
2020 Q1	$24K	Hold	975	–	–	0.01%	174
2019 Q4	$32K	Hold	975	–	–	0.02%	178
2019 Q3	$31K	Sell	975 -750	-43%	-$24.1K	0.02%	167
2019 Q2	$55K	Hold	1,725	–	–	0.03%	120
2019 Q1	$55K	Sell	1,725 -48	-3%	-$1.51K	0.03%	120
2018 Q4	$52K	Buy	1,773 +93	+6%	+$2.97K	0.03%	117
2018 Q3	$59K	Hold	1,680	–	–	0.03%	119
2018 Q2	$56K	Hold	1,680	–	–	0.03%	111
2018 Q1	$54K	Sell	1,680 -840	-33%	-$27.5K	0.03%	119
2017 Q4	$80K	Buy	+2,520	New	+$78.7K	0.05%	101

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

McIlrath & Eck's BMVP Position: Q4 2024 in Review

McIlrath & Eck sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2024, closing a stake of 738 shares — an estimated $35.6K sold.

McIlrath & Eck first reported a position in BMVP in Q4 2017 and held it in 28 quarters. The position peaked at $80K in Q4 2017. 44 funds tracked by Wall St. Rank hold BMVP as of Q4 2024.

McIlrath & Eck reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2024 after selling out during the quarter.
McIlrath & Eck sold 738 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2024, an estimated $35.6K.
McIlrath & Eck first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and held it in 28 quarters.
McIlrath & Eck's Invesco Bloomberg MVP Multi-factor ETF position peaked at $80K in Q4 2017.
44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.