Truist Financial
BMVP icon

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

Truist Financial’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 		$311K Sell
6,239
-98
-2% -$5.02K ﹤0.01% 2367
2025
Q4 		$309K Buy
6,337
+24
+0.4% +$1.17K ﹤0.01% 2307
2025
Q3 		$309K Buy
+6,313
New +$307K ﹤0.01% 2295

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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Truist Financial's BMVP Position: Q1 2026 in Review

Truist Financial reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 1.5% in Q1 2026, selling an estimated $5.02K and leaving 6,239 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Truist Financial 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.

  • Truist Financial held 6,239 shares of Invesco Bloomberg MVP Multi-factor ETF worth $311K as of Q1 2026.
  • Truist Financial sold 98 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $5.02K.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2367 holding.
  • Truist Financial 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 Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.