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WealthBridge Capital Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-120
Closed -$4K – 199
2019
Q1 		$4K Hold
120
– – ﹤0.01% 711
2018
Q4 		$4K Buy
+120
New +$3.83K ﹤0.01% 670

Other funds holding BMVP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthBridge Capital Management's BMVP Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q2 2019, closing a stake of 120 shares — an estimated $4K sold.

WealthBridge Capital Management first reported a position in BMVP in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 40 funds tracked by Wall St. Rank hold BMVP as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 120 Invesco Bloomberg MVP Multi-factor ETF shares in Q2 2019, an estimated $4K.
  • WealthBridge Capital Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $4K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.