T
BMVP icon

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

Tidemark’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
Q2 		– Sell
-147
Closed -$7.01K – 706
2025
Q1 		$7.01K Hold
147
– – ﹤0.01% 472
2024
Q4 		$6.89K Hold
147
– – ﹤0.01% 477
2024
Q3 		$7.1K Hold
147
– – ﹤0.01% 463
2024
Q2 		$6.47K Sell
147
-657
-82% -$28.8K ﹤0.01% 448
2024
Q1 		$36.5K Sell
804
-375
-32% -$15.9K 0.02% 273
2023
Q4 		$47.8K Buy
+1,179
New +$44.6K 0.03% 231

Other funds holding BMVP

RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return