Ridgewood Investments’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-3,943	Closed	-$191K	–	250
2025 Q2	$191K	Buy	3,943 +5	+0.1%	+$235	0.08%	199
2025 Q1	$188K	Buy	3,938 +5	+0.1%	+$240	0.09%	187
2024 Q4	$184K	Sell	3,933 -295	-7%	-$14.4K	0.09%	178
2024 Q3	$204K	Buy	4,228 +6	+0.1%	+$277	0.1%	169
2024 Q2	$186K	Buy	+4,222	New	+$185K	0.09%	178
2023 Q3	–	Sell	-4,326	Closed	-$167K	–	245
2023 Q2	$167K	Buy	4,326 +3	+0.1%	+$111	0.1%	184
2023 Q1	$159K	Buy	+4,323	New	+$156K	0.1%	203
2020 Q1	–	Sell	-7,002	Closed	-$231K	–	162
2019 Q4	$231K	Buy	7,002 +3	+0%	+$97	0.16%	156
2019 Q3	$221K	Buy	6,999 +3	+0%	+$96	0.17%	157
2019 Q2	$229K	Sell	6,996 -294	-4%	-$9.47K	0.18%	151
2019 Q1	$234K	Sell	7,290 -741	-9%	-$23.4K	0.19%	152
2018 Q4	$284K	Hold	8,031	–	–	0.23%	126
2018 Q3	$284K	Buy	8,031 +3	+0%	+$104	0.23%	127
2018 Q2	$270K	Buy	8,028 +6	+0.1%	+$200	0.24%	122
2018 Q1	$256K	Sell	8,022 -684	-8%	-$22.4K	0.24%	118
2017 Q4	$277K	Buy	8,706 +15	+0.2%	+$468	0.25%	116
2017 Q3	$263K	Buy	8,691 +9	+0.1%	+$263	0.25%	116
2017 Q2	$248K	Sell	8,682 -117	-1%	-$3.3K	0.25%	114
2017 Q1	$246K	Buy	8,799 +3	+0%	+$82	0.26%	109
2016 Q4	$236K	Buy	+8,796	New	+$228K	0.28%	99

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Ridgewood Investments's BMVP Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2025, closing a stake of 3,943 shares — an estimated $191K sold.

Ridgewood Investments first reported a position in BMVP in Q4 2016 and held it in 20 quarters. The position peaked at $284K in Q4 2018. 39 funds tracked by Wall St. Rank hold BMVP as of Q3 2025.

Ridgewood Investments reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 3,943 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2025, an estimated $191K.
Ridgewood Investments first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2016 and held it in 20 quarters.
Ridgewood Investments's Invesco Bloomberg MVP Multi-factor ETF position peaked at $284K in Q4 2018.
39 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.