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

UMB Bank’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
Q2 		– Sell
-1,000
Closed -$49.9K – 2311
2026
Q1 		$49.9K Sell
1,000
-1,328
-57% -$68K ﹤0.01% 1261
2025
Q4 		$114K Hold
2,328
– – ﹤0.01% 891
2025
Q3 		$114K Hold
2,328
– – ﹤0.01% 810
2025
Q2 		$113K Hold
2,328
– – ﹤0.01% 784
2025
Q1 		$111K Hold
2,328
– – ﹤0.01% 730
2024
Q4 		$109K Hold
2,328
– – ﹤0.01% 678
2024
Q3 		$112K Hold
2,328
– – ﹤0.01% 673
2024
Q2 		$102K Buy
+2,328
New +$102K ﹤0.01% 674

Other funds holding BMVP

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

UMB Bank's BMVP Position: Q2 2026 in Review

UMB Bank sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2026, closing a stake of 1,000 shares — an estimated $49.9K sold.

UMB Bank first reported a position in BMVP in Q2 2024 and held it in 8 quarters. The position peaked at $114K in Q3 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2026.

  • UMB Bank reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2026 after selling out during the quarter.
  • UMB Bank sold 1,000 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2026, an estimated $49.9K.
  • UMB Bank first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2024 and held it in 8 quarters.
  • UMB Bank's Invesco Bloomberg MVP Multi-factor ETF position peaked at $114K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.