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

Quaker 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 Q2	$37.5K	Buy	730 +3	+0.4%	+$154	0.01%	189
2026 Q1	$36.3K	Buy	727 +3	+0.4%	+$154	0.01%	196
2025 Q4	$35.4K	Buy	724 +4	+0.6%	+$195	0.01%	201
2025 Q3	$35.3K	Buy	720 +3	+0.4%	+$146	0.01%	198
2025 Q2	$34.7K	Buy	+717	New	+$33.7K	0.01%	201

Other funds holding BMVP

IFWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Quaker Wealth Management's BMVP Position: Q2 2026 in Review

Quaker Wealth Management increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.41% in Q2 2026, buying an estimated $154 and bringing the position to 730 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #189.

Quaker Wealth Management first reported a position in BMVP in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Quaker Wealth Management held 730 shares of Invesco Bloomberg MVP Multi-factor ETF worth $37.5K as of Q2 2026.
Quaker Wealth Management 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 Quaker Wealth Management's portfolio in Q2 2026, its #189 holding.
Quaker Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.