Vontobel Holding
BMVP icon

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

Vontobel Holding’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
Q4 		– Sell
-3,000
Closed -$119K – 1072
2021
Q3 		$119K Hold
3,000
– – ﹤0.01% 1085
2021
Q2 		$122K Buy
+3,000
New +$121K ﹤0.01% 1065

Other funds holding BMVP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vontobel Holding's BMVP Position: Q4 2021 in Review

Vontobel Holding sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2021, closing a stake of 3,000 shares — an estimated $119K sold.

Vontobel Holding first reported a position in BMVP in Q2 2021 and held it in 2 quarters. The position peaked at $122K in Q2 2021. 35 funds tracked by Wall St. Rank hold BMVP as of Q4 2021.

  • Vontobel Holding reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 3,000 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2021, an estimated $119K.
  • Vontobel Holding first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's Invesco Bloomberg MVP Multi-factor ETF position peaked at $122K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.