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

UBS Group’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	$257K	Sell	5,149 -15,705	-75%	-$804K	﹤0.01%	6496
2025 Q4	$1.02M	Sell	20,854 -2,079	-9%	-$101K	﹤0.01%	5562
2025 Q3	$1.12M	Buy	22,933 +1,792	+8%	+$87K	﹤0.01%	5466
2025 Q2	$1.02M	Sell	21,141 -2,211	-9%	-$104K	﹤0.01%	5440
2025 Q1	$1.11M	Sell	23,352 -2,000	-8%	-$96.1K	﹤0.01%	5189
2024 Q4	$1.19M	Buy	25,352 +23	+0.1%	+$1.12K	﹤0.01%	5174
2024 Q3	$1.22M	Sell	25,329 -1,199	-5%	-$55.3K	﹤0.01%	4473
2024 Q2	$1.17M	Sell	26,528 -1,264	-5%	-$55.5K	﹤0.01%	4272
2024 Q1	$1.26M	Buy	27,792 +4,474	+19%	+$190K	﹤0.01%	4403
2023 Q4	$945K	Buy	23,318 +185	+0.8%	+$7K	﹤0.01%	4550
2023 Q3	$851K	Sell	23,133 -5,070	-18%	-$196K	﹤0.01%	4223
2023 Q2	$1.09M	Buy	28,203 +585	+2%	+$21.6K	﹤0.01%	4160
2023 Q1	$1.02M	Sell	27,618 -9,138	-25%	-$330K	﹤0.01%	4084
2022 Q4	$1.27M	Sell	36,756 -360	-1%	-$12.7K	﹤0.01%	3846
2022 Q3	$1.18M	Buy	37,116 +12	+0%	+$407	﹤0.01%	3612
2022 Q2	$1.17M	Buy	37,104 +8,133	+28%	+$282K	﹤0.01%	3607
2022 Q1	$1.11M	Buy	28,971 +111	+0.4%	+$4.22K	﹤0.01%	3985
2021 Q4	$1.21M	Sell	28,860 -1,389	-5%	-$57K	﹤0.01%	4217
2021 Q3	$1.2M	Sell	30,249 -330	-1%	-$13.5K	﹤0.01%	4034
2021 Q2	$1.25M	Sell	30,579 -798	-3%	-$32.3K	﹤0.01%	3989
2021 Q1	$1.21M	Sell	31,377 -1,071	-3%	-$41K	﹤0.01%	4066
2020 Q4	$1.15M	Sell	32,448 -1,458	-4%	-$48.7K	﹤0.01%	3899
2020 Q3	$1.06M	Sell	33,906 -726	-2%	-$22.7K	﹤0.01%	3598
2020 Q2	$1.02M	Buy	34,632 +6,363	+23%	+$175K	﹤0.01%	3493
2020 Q1	$693K	Sell	28,269 -4,593	-14%	-$140K	﹤0.01%	3687
2019 Q4	$1.08M	Sell	32,862 -681	-2%	-$21.9K	﹤0.01%	4134
2019 Q3	$1.06M	Sell	33,543 -192	-0.6%	-$6.16K	﹤0.01%	3918
2019 Q2	$1.1M	Sell	33,735 -3,594	-10%	-$116K	﹤0.01%	3681
2019 Q1	$1.2M	Buy	37,329 +2,217	+6%	+$70K	﹤0.01%	3436
2018 Q4	$1.03M	Buy	35,112 +3,147	+10%	+$101K	﹤0.01%	3658
2018 Q3	$1.13M	Sell	31,965 -1,491	-4%	-$51.8K	﹤0.01%	3727
2018 Q2	$1.12M	Buy	33,456 +12,891	+63%	+$429K	﹤0.01%	3683
2018 Q1	$656K	Buy	20,565 +1,188	+6%	+$38.8K	﹤0.01%	4024
2017 Q4	$615K	Sell	19,377 -2,268	-10%	-$70.8K	﹤0.01%	4140
2017 Q3	$656K	Buy	21,645 +2,667	+14%	+$78K	﹤0.01%	4018
2017 Q2	$541K	Sell	18,978 -1,767	-9%	-$49.8K	﹤0.01%	4068
2017 Q1	$581K	Sell	20,745 -507	-2%	-$13.9K	﹤0.01%	3936
2016 Q4	$572K	Buy	21,252 +12	+0.1%	+$311	﹤0.01%	4012
2016 Q3	$536K	Sell	21,240 -16,323	-43%	-$403K	﹤0.01%	3877
2016 Q2	$897K	Buy	37,563 +288	+0.8%	+$6.87K	﹤0.01%	3472
2016 Q1	$893K	Sell	37,275 -5,181	-12%	-$117K	﹤0.01%	3351
2015 Q4	$1.04M	Sell	42,456 -450	-1%	-$11.1K	﹤0.01%	3380
2015 Q3	$999K	Buy	42,906 +480	+1%	+$11.9K	﹤0.01%	3355
2015 Q2	$1.07M	Buy	42,426 +2,706	+7%	+$68.5K	﹤0.01%	3507
2015 Q1	$1.01M	Buy	39,720 +7,974	+25%	+$197K	﹤0.01%	3567
2014 Q4	$782K	Buy	+31,746	New	+$760K	﹤0.01%	3772

Other funds holding BMVP

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

IFWM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

UBS Group's BMVP Position: Q1 2026 in Review

UBS Group reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 75% in Q1 2026, selling an estimated $804K and leaving 5,149 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #6496.

UBS Group first reported a position in BMVP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.27M in Q4 2022. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

UBS Group held 5,149 shares of Invesco Bloomberg MVP Multi-factor ETF worth $257K as of Q1 2026.
UBS Group sold 15,705 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $804K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6496 holding.
UBS Group first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.27M in Q4 2022.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.