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

Milestone Wealth’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
2022
Q2 		– Sell
-1,056
Closed -$44K – 228
2022
Q1 		$44K Hold
1,056
– – 0.04% 145
2021
Q4 		$44K Buy
+1,056
New +$43.3K 0.04% 145

Other funds holding BMVP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's BMVP Position: Q2 2022 in Review

Milestone Wealth sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2022, closing a stake of 1,056 shares — an estimated $44K sold.

Milestone Wealth first reported a position in BMVP in Q4 2021 and held it in 2 quarters. The position peaked at $44K in Q1 2022. 31 funds tracked by Wall St. Rank hold BMVP as of Q2 2022.

  • Milestone Wealth reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 1,056 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2022, an estimated $44K.
  • Milestone Wealth first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's Invesco Bloomberg MVP Multi-factor ETF position peaked at $44K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.