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 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 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

UMB Bank's BMVP Position: Q1 2026 in Review

UMB Bank reduced its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 57% in Q1 2026, selling an estimated $68K and leaving 1,000 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

UMB Bank first reported a position in BMVP in Q2 2024 and has held it in 8 quarters since. The position peaked at $114K in Q3 2025. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

UMB Bank held 1,000 shares of Invesco Bloomberg MVP Multi-factor ETF worth $49.9K as of Q1 2026.
UMB Bank sold 1,328 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2026, an estimated $68K.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1261 holding.
UMB Bank first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2024 and has held it in 8 quarters since.
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 Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.