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

TrustCore Financial Services’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
2021 Q2	–	Sell	-51	Closed	-$2K	–	1063
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	856
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	836
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	758
2020 Q2	$1K	Hold	51	–	–	﹤0.01%	836
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	812
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	816
2019 Q3	$2K	Buy	51 +3	+6%	+$96	﹤0.01%	842
2019 Q2	$2K	Hold	48	–	–	﹤0.01%	825
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	753
2018 Q4	$1K	Hold	48	–	–	﹤0.01%	419
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	754
2018 Q2	$2K	Hold	48	–	–	﹤0.01%	808
2018 Q1	$2K	Hold	48	–	–	﹤0.01%	642
2017 Q4	$2K	Buy	+48	New	+$1.5K	﹤0.01%	621

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TrustCore Financial Services's BMVP Position: Q2 2021 in Review

TrustCore Financial Services sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2021, closing a stake of 51 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in BMVP in Q4 2017 and held it in 14 quarters. The position peaked at $2K in Q1 2021. 36 funds tracked by Wall St. Rank hold BMVP as of Q2 2021.

TrustCore Financial Services reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2021 after selling out during the quarter.
TrustCore Financial Services sold 51 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2021, an estimated $2K.
TrustCore Financial Services first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and held it in 14 quarters.
TrustCore Financial Services's Invesco Bloomberg MVP Multi-factor ETF position peaked at $2K in Q1 2021.
36 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2021.

Based on TrustCore Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.