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Wealthspire Advisors (Maryland)’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-240
Closed -$7K – 2263
2017
Q2 		$7K Hold
240
– – ﹤0.01% 1647
2017
Q1 		$7K Hold
240
– – ﹤0.01% 1436
2016
Q4 		$6K Buy
+240
New +$6.22K ﹤0.01% 1342

Other funds holding BMVP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.66T 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BMVP Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2017, closing a stake of 240 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in BMVP in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 30 funds tracked by Wall St. Rank hold BMVP as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 240 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2017, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2016 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Bloomberg MVP Multi-factor ETF position peaked at $7K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.