William Mack & Associates’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

William Mack & Associates’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 Q3	$31.9K	Buy	+616	New	+$32.9K	0.01%	288

Other funds holding BMVP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

William Mack & Associates's BMVP Position: Q3 2026 in Review

William Mack & Associates opened a new position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2026: 616 shares worth $31.9K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

11 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

William Mack & Associates held 616 shares of Invesco Bloomberg MVP Multi-factor ETF worth $31.9K as of Q3 2026.
Invesco Bloomberg MVP Multi-factor ETF was a new William Mack & Associates position in Q3 2026.
Invesco Bloomberg MVP Multi-factor ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #288 holding.
11 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.