Raab & Moskowitz Asset Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-300	Closed	-$9K	–	175
2019 Q4	$9K	Buy	+300	New	+$9.65K	﹤0.01%	407
2018 Q4	–	Sell	-300	Closed	-$10K	–	195
2018 Q3	$10K	Buy	+300	New	+$10.4K	﹤0.01%	403
2015 Q1	–	Sell	-1,350	Closed	-$33K	–	145
2014 Q4	$33K	Buy	+1,350	New	+$32.3K	0.02%	227

Other funds holding BMVP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raab & Moskowitz Asset Management's BMVP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2020, closing a stake of 300 shares — an estimated $9K sold.

Raab & Moskowitz Asset Management first reported a position in BMVP in Q4 2014 and held it in 3 quarters. The position peaked at $33K in Q4 2014. 34 funds tracked by Wall St. Rank hold BMVP as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 300 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2020, an estimated $9K.
Raab & Moskowitz Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $33K in Q4 2014.
34 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.