Pension & Wealth Management Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Pension & Wealth Management Advisors’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 Q2	$36.6K	Buy	713 +3	+0.4%	+$154	0.01%	359
2026 Q1	$35.4K	Buy	710 +3	+0.4%	+$154	0.01%	327
2025 Q4	$34.5K	Buy	707 +4	+0.6%	+$195	0.01%	345
2025 Q3	$34.5K	Buy	703 +3	+0.4%	+$146	0.01%	321
2025 Q2	$33.9K	Buy	+700	New	+$32.9K	0.01%	304

Other funds holding BMVP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Pension & Wealth Management Advisors's BMVP Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.42% in Q2 2026, buying an estimated $154 and bringing the position to 713 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #359.

Pension & Wealth Management Advisors first reported a position in BMVP in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Pension & Wealth Management Advisors held 713 shares of Invesco Bloomberg MVP Multi-factor ETF worth $36.6K as of Q2 2026.
Pension & Wealth Management Advisors bought 3 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $154.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #359 holding.
Pension & Wealth Management Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.