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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,794
Closed -$87.9K – 1270
2025
Q3 		$87.9K Buy
+1,794
New +$87.1K ﹤0.01% 1046

Other funds holding BMVP

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s BMVP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2025, closing a stake of 1,794 shares — an estimated $87.9K sold.

Wealthspire Advisors (New York) first reported a position in BMVP in Q3 2025 and held it in 1 quarter. The position peaked at $87.9K in Q3 2025. 42 funds tracked by Wall St. Rank hold BMVP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,794 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2025, an estimated $87.9K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Bloomberg MVP Multi-factor ETF position peaked at $87.9K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.