QWM
BMVP icon

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
2025
Q2 		– Sell
-714
Closed -$34.1K – 974
2025
Q1 		$34.1K Buy
+714
New +$34.3K 0.01% 194

Other funds holding BMVP

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
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.