Plante Moran Financial Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Plante Moran Financial 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 Q1	$18K	Hold	360	–	–	﹤0.01%	444
2025 Q4	$17.6K	Hold	360	–	–	﹤0.01%	467
2025 Q3	$17.6K	Sell	360 -300	-45%	-$14.6K	﹤0.01%	481
2025 Q2	$31.9K	Sell	660 -417	-39%	-$19.6K	﹤0.01%	412
2025 Q1	$51.4K	Hold	1,077	–	–	﹤0.01%	329
2024 Q4	$50.5K	Buy	1,077 +177	+20%	+$8.63K	﹤0.01%	348
2024 Q3	$43.5K	Hold	900	–	–	﹤0.01%	410
2024 Q2	$39.6K	Buy	+900	New	+$39.5K	﹤0.01%	377

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

Plante Moran Financial Advisors's BMVP Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 360 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Plante Moran Financial Advisors first reported a position in BMVP in Q2 2024 and has held it in 8 quarters since. The position peaked at $51.4K in Q1 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Plante Moran Financial Advisors held 360 shares of Invesco Bloomberg MVP Multi-factor ETF worth $18K as of Q1 2026.
Plante Moran Financial Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #444 holding.
Plante Moran Financial Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2024 and has held it in 8 quarters since.
Plante Moran Financial Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $51.4K in Q1 2025.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.