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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 $323M AUM 14.72% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Tidemark's BMVP Position: Q2 2025 in Review

Tidemark sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2025, closing a stake of 147 shares — an estimated $7.01K sold.

Tidemark first reported a position in BMVP in Q4 2023 and held it in 6 quarters. The position peaked at $47.8K in Q4 2023. 44 funds tracked by Wall St. Rank hold BMVP as of Q2 2025.

  • Tidemark reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 147 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2025, an estimated $7.01K.
  • Tidemark first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2023 and held it in 6 quarters.
  • Tidemark's Invesco Bloomberg MVP Multi-factor ETF position peaked at $47.8K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.