Rothschild Investment LLC’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Rothschild Investment LLC’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	$154K	Hold	3,000	–	–	0.01%	935
2026 Q1	$150K	Hold	3,000	–	–	0.01%	763
2025 Q4	$147K	Hold	3,000	–	–	0.01%	715
2025 Q3	$147K	Hold	3,000	–	–	0.01%	703
2025 Q2	$145K	Hold	3,000	–	–	0.01%	571
2025 Q1	$143K	Hold	3,000	–	–	0.01%	564
2024 Q4	$141K	Hold	3,000	–	–	0.01%	577
2024 Q3	$145K	Hold	3,000	–	–	0.01%	579
2024 Q2	$132K	Hold	3,000	–	–	0.01%	574
2024 Q1	$136K	Hold	3,000	–	–	0.01%	538
2023 Q4	$122K	Buy	+3,000	New	+$113K	0.01%	498

Other funds holding BMVP

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Rothschild Investment LLC's BMVP Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q2 2026 at 3,000 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #935.

Rothschild Investment LLC first reported a position in BMVP in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

Rothschild Investment LLC held 3,000 shares of Invesco Bloomberg MVP Multi-factor ETF worth $154K as of Q2 2026.
Rothschild Investment LLC left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q2 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #935 holding.
Rothschild Investment LLC first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2023 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.