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Sunbelt Securities’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Sunbelt Securities’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 		$9.54K Hold
191
– – ﹤0.01% 1517
2025
Q4 		$9.33K Hold
191
– – ﹤0.01% 1458
2025
Q3 		$9.35K Buy
+191
New +$9.28K ﹤0.01% 1463

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Sunbelt Securities's BMVP Position: Q1 2026 in Review

Sunbelt Securities held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 191 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Sunbelt Securities first reported a position in BMVP in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

  • Sunbelt Securities held 191 shares of Invesco Bloomberg MVP Multi-factor ETF worth $9.54K as of Q1 2026.
  • Sunbelt Securities left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1517 holding.
  • Sunbelt Securities first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.