Sowell Financial Services’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,419	Closed	-$57K	–	803
2021 Q1	$57K	Buy	1,419 +669	+89%	+$25.6K	﹤0.01%	1601
2020 Q4	$26K	Hold	750	–	–	﹤0.01%	1625
2020 Q3	$23K	Hold	750	–	–	﹤0.01%	1494
2020 Q2	$22K	Hold	750	–	–	﹤0.01%	1425
2020 Q1	$18K	Hold	750	–	–	﹤0.01%	1420
2019 Q4	$25K	Sell	750 -1,200	-62%	-$38.6K	﹤0.01%	1346
2019 Q3	$62K	Buy	+1,950	New	+$62.6K	0.01%	946
2019 Q1	$1.67M	Buy	51,924 +705	+1%	+$22.2K	0.19%	123
2018 Q4	$1.5M	Buy	+51,219	New	+$1.64M	0.21%	102

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sowell Financial Services's BMVP Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2021, closing a stake of 1,419 shares — an estimated $57K sold.

Sowell Financial Services first reported a position in BMVP in Q4 2018 and held it in 9 quarters. The position peaked at $1.67M in Q1 2019. 36 funds tracked by Wall St. Rank hold BMVP as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,419 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2021, an estimated $57K.
Sowell Financial Services first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.67M in Q1 2019.
36 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.