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 Q3	$38K	Buy	734 +4	+0.5%	+$214	0.01%	192
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

Quaker Wealth Management's BMVP Position: Q3 2026 in Review

Quaker Wealth Management increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.55% in Q3 2026, buying an estimated $214 and bringing the position to 734 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #192.

Quaker Wealth Management first reported a position in BMVP in Q2 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

Quaker Wealth Management held 734 shares of Invesco Bloomberg MVP Multi-factor ETF worth $38K as of Q3 2026.
Quaker Wealth Management bought 4 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2026, an estimated $214.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #192 holding.
Quaker Wealth Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.