Medallion Wealth Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Medallion Wealth Advisors’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	$24.8K	Hold	498	–	–	0.01%	609
2025 Q4	$24.3K	Hold	498	–	–	0.01%	609
2025 Q3	$24.4K	Hold	498	–	–	0.01%	598
2025 Q2	$24.1K	Hold	498	–	–	0.01%	585
2025 Q1	$23.8K	Hold	498	–	–	0.01%	548
2024 Q4	$23.8K	Buy	+498	New	+$24.3K	0.01%	532

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Medallion Wealth Advisors's BMVP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 498 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #609.

Medallion Wealth Advisors first reported a position in BMVP in Q4 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Medallion Wealth Advisors held 498 shares of Invesco Bloomberg MVP Multi-factor ETF worth $24.8K as of Q1 2026.
Medallion Wealth Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #609 holding.
Medallion Wealth Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2024 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.