Raymond James Financial
BMVP icon

Raymond James Financial’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Raymond James Financial’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 		$959K Buy
18,710
+1,937
+12% +$99.3K ﹤0.01% 4023
2026
Q1 		$837K Buy
+16,773
New +$859K ﹤0.01% 3981
2025
Q3 		– Sell
-1,446
Closed -$69.9K – 5188
2025
Q2 		$69.9K Buy
+1,446
New +$67.9K ﹤0.01% 5038

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Raymond James Financial's BMVP Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 12% in Q2 2026, buying an estimated $99.3K and bringing the position to 18,710 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

Raymond James Financial first reported a position in BMVP in Q2 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • Raymond James Financial held 18,710 shares of Invesco Bloomberg MVP Multi-factor ETF worth $959K as of Q2 2026.
  • Raymond James Financial bought 1,937 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $99.3K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4023 holding.
  • Raymond James Financial first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.