Money Concepts Capital’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-303	Closed	-$10.5K	–	755
2022 Q4	$10.5K	Buy	+303	New	+$10.7K	﹤0.01%	1986
2022 Q2	–	Sell	-300	Closed	-$12K	–	1577
2022 Q1	$12K	Buy	+300	New	+$11.4K	﹤0.01%	1827

Other funds holding BMVP

IFWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Money Concepts Capital's BMVP Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2023, closing a stake of 303 shares — an estimated $10.5K sold.

Money Concepts Capital first reported a position in BMVP in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 41 funds tracked by Wall St. Rank hold BMVP as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 303 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2023, an estimated $10.5K.
Money Concepts Capital first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Invesco Bloomberg MVP Multi-factor ETF position peaked at $12K in Q1 2022.
41 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.