Polaris Wealth Advisory Group’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-2,301	Closed	-$81K	–	176
2018 Q3	$81K	Buy	+2,301	New	+$79.9K	0.01%	215
2018 Q2	–	Sell	-2,301	Closed	-$73K	–	268
2018 Q1	$73K	Buy	+2,301	New	+$75.2K	0.01%	195

Other funds holding BMVP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polaris Wealth Advisory Group's BMVP Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2018, closing a stake of 2,301 shares — an estimated $81K sold.

Polaris Wealth Advisory Group first reported a position in BMVP in Q1 2018 and held it in 2 quarters. The position peaked at $81K in Q3 2018. 37 funds tracked by Wall St. Rank hold BMVP as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,301 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2018, an estimated $81K.
Polaris Wealth Advisory Group first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Invesco Bloomberg MVP Multi-factor ETF position peaked at $81K in Q3 2018.
37 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.