Raymond James Financial
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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
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 $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Raymond James Financial's BMVP Position: Q1 2026 in Review

Raymond James Financial opened a new position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2026: 16,773 shares worth $837K. The stake represents ﹤0.01% of the portfolio and ranks #3981 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in BMVP as recently as Q2 2025.

Raymond James Financial first reported a position in BMVP in Q2 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

  • Raymond James Financial held 16,773 shares of Invesco Bloomberg MVP Multi-factor ETF worth $837K as of Q1 2026.
  • Invesco Bloomberg MVP Multi-factor ETF was a new Raymond James Financial position in Q1 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3981 holding.
  • Raymond James Financial first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.