Northwestern Mutual Wealth Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Northwestern Mutual Wealth Management’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	$62K	Buy	1,243 +5	+0.4%	+$256	﹤0.01%	2362
2025 Q4	$60.5K	Buy	1,238 +6	+0.5%	+$292	﹤0.01%	2328
2025 Q3	$60.4K	Buy	1,232 +6	+0.5%	+$291	﹤0.01%	2251
2025 Q2	$59.3K	Buy	1,226 +4	+0.3%	+$188	﹤0.01%	2186
2025 Q1	$58.3K	Buy	1,222 +6	+0.5%	+$288	﹤0.01%	2125
2024 Q4	$57K	Buy	1,216 +5	+0.4%	+$244	﹤0.01%	2139
2024 Q3	$58.5K	Buy	1,211 +6	+0.5%	+$277	﹤0.01%	2096
2024 Q2	$53.1K	Buy	1,205 +5	+0.4%	+$219	﹤0.01%	2068
2024 Q1	$54.6K	Buy	+1,200	New	+$50.9K	﹤0.01%	2036
2022 Q4	–	Sell	-447	Closed	-$14K	–	3333
2022 Q3	$14K	Buy	+447	New	+$15.2K	﹤0.01%	2343
2019 Q2	–	Sell	-153	Closed	-$5K	–	2510
2019 Q1	$5K	Buy	+153	New	+$4.83K	﹤0.01%	2121

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

Northwestern Mutual Wealth Management's BMVP Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.4% in Q1 2026, buying an estimated $256 and bringing the position to 1,243 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Northwestern Mutual Wealth Management first reported a position in BMVP in Q1 2019 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Northwestern Mutual Wealth Management held 1,243 shares of Invesco Bloomberg MVP Multi-factor ETF worth $62K as of Q1 2026.
Northwestern Mutual Wealth Management bought 5 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $256.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2362 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2019 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.