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

Mosaic Family 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
2021 Q4	$247K	Hold	5,898	–	–	0.06%	151
2021 Q3	$233K	Hold	5,898	–	–	0.06%	155
2021 Q2	$240K	Hold	5,898	–	–	0.07%	148
2021 Q1	$227K	Hold	5,898	–	–	0.07%	148
2020 Q4	$208K	Buy	+5,898	New	+$197K	0.07%	145
2019 Q2	–	Sell	-5,898	Closed	-$189K	–	219
2019 Q1	$189K	Hold	5,898	–	–	0.08%	160
2018 Q4	$173K	Hold	5,898	–	–	0.07%	161
2018 Q3	$192K	Hold	5,898	–	–	0.08%	158
2018 Q2	$198K	Hold	5,898	–	–	0.08%	166
2018 Q1	$188K	Hold	5,898	–	–	0.07%	161
2017 Q4	$187K	Buy	+5,898	New	+$184K	0.07%	171

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Mosaic Family Wealth's BMVP Position: Q4 2021 in Review

Mosaic Family Wealth held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q4 2021 at 5,898 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #151.

Mosaic Family Wealth first reported a position in BMVP in Q4 2017 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold BMVP as of Q4 2021.

Mosaic Family Wealth held 5,898 shares of Invesco Bloomberg MVP Multi-factor ETF worth $247K as of Q4 2021.
Mosaic Family Wealth left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q4 2021.
Invesco Bloomberg MVP Multi-factor ETF made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #151 holding.
Mosaic Family Wealth first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and has held it in 11 quarters since.
35 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.