RHP
BMVP icon

Royal Harbor Partners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Royal Harbor Partners’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
-162,257
Closed -$7.85M – 51
2025
Q2 		$7.85M Sell
162,257
-2,613
-2% -$123K 2.87% 13
2025
Q1 		$7.86M Buy
+164,870
New +$7.92M 3.05% 10

Other funds holding BMVP

LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
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 $1.49B AUM 26.43% 1-Year Est. Return

Royal Harbor Partners's BMVP Position: Q3 2025 in Review

Royal Harbor Partners sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2025, closing a stake of 162,257 shares — an estimated $7.85M sold.

Royal Harbor Partners first reported a position in BMVP in Q1 2025 and held it in 2 quarters. The position peaked at $7.86M in Q1 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q3 2025.

  • Royal Harbor Partners reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2025 after selling out during the quarter.
  • Royal Harbor Partners sold 162,257 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2025, an estimated $7.85M.
  • Royal Harbor Partners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2025 and held it in 2 quarters.
  • Royal Harbor Partners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $7.86M in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2025.

Based on Royal Harbor Partners's 13F filing for Q3 2025, filed 22 Oct 2025.