PSI Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

PSI 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
2025 Q1	–	Sell	-286	Closed	-$13.4K	–	767
2024 Q4	$13.4K	Buy	286 +1	+0.4%	+$49	﹤0.01%	482
2024 Q3	$13.7K	Buy	285 +2	+0.7%	+$92	﹤0.01%	487
2024 Q2	$12.4K	Buy	283 +2	+0.7%	+$88	﹤0.01%	475
2024 Q1	$12.8K	Hold	281	–	–	﹤0.01%	450
2023 Q4	$11.4K	Buy	281 +3	+1%	+$113	﹤0.01%	492
2023 Q3	$10.2K	Buy	278 +2	+0.7%	+$77	﹤0.01%	484
2023 Q2	$10.7K	Hold	276	–	–	﹤0.01%	476
2023 Q1	$10.2K	Hold	276	–	–	﹤0.01%	429
2022 Q4	$9.56K	Buy	276 +3	+1%	+$106	0.01%	434
2022 Q3	$9K	Hold	273	–	–	﹤0.01%	437
2022 Q2	$9K	Hold	273	–	–	﹤0.01%	472
2022 Q1	$10K	Hold	273	–	–	﹤0.01%	465
2021 Q4	$11K	Buy	273 +3	+1%	+$123	﹤0.01%	483
2021 Q3	$11K	Buy	+270	New	+$11K	0.01%	468
2020 Q1	–	Sell	-462	Closed	-$15K	–	163
2019 Q4	$15K	Buy	+462	New	+$14.9K	0.01%	411

Other funds holding BMVP

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSI Advisors's BMVP Position: Q1 2025 in Review

PSI Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2025, closing a stake of 286 shares — an estimated $13.4K sold.

PSI Advisors first reported a position in BMVP in Q4 2019 and held it in 15 quarters. The position peaked at $15K in Q4 2019. 44 funds tracked by Wall St. Rank hold BMVP as of Q1 2025.

PSI Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 286 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2025, an estimated $13.4K.
PSI Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $15K in Q4 2019.
44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.