Mosaic Family Wealth Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Mosaic Family Wealth Partners’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	$295K	Buy	5,906 +8	+0.1%	+$410	0.03%	233
2025 Q4	$288K	Hold	5,898	–	–	0.03%	197
2025 Q3	$288K	Hold	5,898	–	–	0.03%	187
2025 Q2	$285K	Hold	5,898	–	–	0.04%	182
2025 Q1	$281K	Hold	5,898	–	–	0.04%	180
2024 Q4	$276K	Hold	5,898	–	–	0.04%	175
2024 Q3	$285K	Hold	5,898	–	–	0.04%	171
2024 Q2	$260K	Hold	5,898	–	–	0.04%	168
2024 Q1	$268K	Hold	5,898	–	–	0.04%	177
2023 Q4	$239K	Hold	5,898	–	–	0.04%	170
2023 Q3	$217K	Hold	5,898	–	–	0.04%	170
2023 Q2	$228K	Hold	5,898	–	–	0.04%	165
2023 Q1	$217K	Hold	5,898	–	–	0.05%	171
2022 Q4	$204K	Buy	+5,898	New	+$208K	0.06%	172

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

Mosaic Family Wealth Partners's BMVP Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.14% in Q1 2026, buying an estimated $410 and bringing the position to 5,906 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #233.

Mosaic Family Wealth Partners first reported a position in BMVP in Q4 2022 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Mosaic Family Wealth Partners held 5,906 shares of Invesco Bloomberg MVP Multi-factor ETF worth $295K as of Q1 2026.
Mosaic Family Wealth Partners bought 8 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $410.
Invesco Bloomberg MVP Multi-factor ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #233 holding.
Mosaic Family Wealth Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2022 and has held it in 14 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.