Steward Partners Investment Advisory’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Steward Partners Investment Advisory’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 Q1	$12K	Sell	240 -330	-58%	-$16.9K	﹤0.01%	3475
2025 Q4	$27.8K	Hold	570	–	–	﹤0.01%	2990
2025 Q3	$27.9K	Hold	570	–	–	﹤0.01%	2928
2025 Q2	$27.6K	Hold	570	–	–	﹤0.01%	2771
2025 Q1	$27.2K	Hold	570	–	–	﹤0.01%	2664
2024 Q4	$26.7K	Hold	570	–	–	﹤0.01%	2639
2024 Q3	$27.5K	Buy	570 +330	+138%	+$15.2K	﹤0.01%	2514
2024 Q2	$10.6K	Buy	+240	New	+$10.5K	﹤0.01%	2801
2021 Q2	–	Sell	-165	Closed	-$6.36K	–	7120
2021 Q1	$6.36K	Hold	165	–	–	﹤0.01%	2942
2020 Q4	$6K	Hold	165	–	–	﹤0.01%	2451
2020 Q3	$5K	Buy	+165	New	+$5.16K	﹤0.01%	2350
2020 Q1	–	Sell	-255	Closed	-$8K	–	2497
2019 Q4	$8K	Buy	255 +45	+21%	+$1.45K	﹤0.01%	2084
2019 Q3	$6K	Buy	210 +72	+52%	+$2.31K	﹤0.01%	2185
2019 Q2	$4K	Buy	+138	New	+$4.45K	﹤0.01%	2261

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Steward Partners Investment Advisory's BMVP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 58% in Q1 2026, selling an estimated $16.9K and leaving 240 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Steward Partners Investment Advisory first reported a position in BMVP in Q2 2019 and has held it in 14 quarters since. The position peaked at $27.9K in Q3 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

Steward Partners Investment Advisory held 240 shares of Invesco Bloomberg MVP Multi-factor ETF worth $12K as of Q1 2026.
Steward Partners Investment Advisory sold 330 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $16.9K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3475 holding.
Steward Partners Investment Advisory first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2019 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Invesco Bloomberg MVP Multi-factor ETF position peaked at $27.9K in Q3 2025.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.