Rockefeller Capital Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Rockefeller Capital 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
2023 Q1	–	Sell	-948	Closed	-$32K	–	2206
2022 Q4	$32K	Hold	948	–	–	﹤0.01%	2596
2022 Q3	$30K	Hold	948	–	–	﹤0.01%	2586
2022 Q2	$29K	Hold	948	–	–	﹤0.01%	2527
2022 Q1	$36K	Hold	948	–	–	﹤0.01%	2454
2021 Q4	$39K	Hold	948	–	–	﹤0.01%	2324
2021 Q3	$37K	Hold	948	–	–	﹤0.01%	2285
2021 Q2	$38K	Hold	948	–	–	﹤0.01%	2194
2021 Q1	$36K	Hold	948	–	–	﹤0.01%	2024
2020 Q4	$33K	Hold	948	–	–	﹤0.01%	1818
2020 Q3	$29K	Hold	948	–	–	﹤0.01%	1663
2020 Q2	$28K	Hold	948	–	–	﹤0.01%	1557
2020 Q1	$23K	Buy	948 +306	+48%	+$9.33K	﹤0.01%	1457
2019 Q4	$21K	Hold	642	–	–	﹤0.01%	1374
2019 Q3	$20K	Hold	642	–	–	﹤0.01%	1215
2019 Q2	$21K	Buy	+642	New	+$20.7K	﹤0.01%	1011

Other funds holding BMVP

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rockefeller Capital Management's BMVP Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2023, closing a stake of 948 shares — an estimated $32K sold.

Rockefeller Capital Management first reported a position in BMVP in Q2 2019 and held it in 15 quarters. The position peaked at $39K in Q4 2021. 41 funds tracked by Wall St. Rank hold BMVP as of Q1 2023.

Rockefeller Capital Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 948 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2023, an estimated $32K.
Rockefeller Capital Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2019 and held it in 15 quarters.
Rockefeller Capital Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $39K in Q4 2021.
41 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.