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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
Q2 		$25.5K Hold
498
– – 0.01% 595
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Medallion Wealth Advisors's BMVP Position: Q2 2026 in Review

Medallion Wealth Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2026 at 498 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #595.

Medallion Wealth Advisors first reported a position in BMVP in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • Medallion Wealth Advisors held 498 shares of Invesco Bloomberg MVP Multi-factor ETF worth $25.5K as of Q2 2026.
  • Medallion Wealth Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • Medallion Wealth Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.