Rise Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Rise Advisors’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 Q4	–	Sell	-398	Closed	-$19.5K	–	279
2025 Q3	$19.5K	Buy	398 +2	+0.5%	+$97	0.01%	587
2025 Q2	$19.2K	Buy	396 +1	+0.3%	+$47	0.01%	561
2025 Q1	$18.8K	Buy	395 +2	+0.5%	+$96	0.01%	533
2024 Q4	$18.4K	Buy	393 +1	+0.3%	+$49	0.01%	716
2024 Q3	$18.9K	Buy	392 +2	+0.5%	+$92	0.01%	726
2024 Q2	$17.2K	Buy	390 +2	+0.5%	+$88	0.01%	729
2024 Q1	$17.6K	Buy	388 +1	+0.3%	+$42	0.01%	737
2023 Q4	$15.7K	Buy	387 +4	+1%	+$151	0.01%	275
2023 Q3	$14.1K	Buy	383 +2	+0.5%	+$77	0.01%	277
2023 Q2	$14.8K	Hold	381	–	–	0.01%	285
2023 Q1	$14K	Hold	381	–	–	0.01%	309
2022 Q4	$13.2K	Buy	381 +3	+0.8%	+$106	0.01%	308
2022 Q3	$12K	Buy	378 +3	+0.8%	+$102	0.01%	305
2022 Q2	$12K	Hold	375	–	–	0.01%	308
2022 Q1	$14K	Hold	375	–	–	0.01%	289
2021 Q4	$15.7K	Buy	+375	New	+$15.4K	0.01%	274

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rise Advisors's BMVP Position: Q4 2025 in Review

Rise Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2025, closing a stake of 398 shares — an estimated $19.5K sold.

Rise Advisors first reported a position in BMVP in Q4 2021 and held it in 16 quarters. The position peaked at $19.5K in Q3 2025. 42 funds tracked by Wall St. Rank hold BMVP as of Q4 2025.

Rise Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 398 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2025, an estimated $19.5K.
Rise Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $19.5K in Q3 2025.
42 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.