WR Wealth Planners’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

WR Wealth Planners’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
2024 Q4	$14.6K	Hold	312	–	–	﹤0.01%	533
2024 Q3	$15.1K	Hold	312	–	–	﹤0.01%	562
2024 Q2	$13.7K	Hold	312	–	–	﹤0.01%	522
2024 Q1	$14.2K	Buy	+312	New	+$13.2K	﹤0.01%	518
2023 Q4	–	Sell	-312	Closed	-$11.5K	–	253
2023 Q3	$11.5K	Hold	312	–	–	﹤0.01%	523
2023 Q2	$12.1K	Hold	312	–	–	﹤0.01%	515
2023 Q1	$11.5K	Buy	+312	New	+$11.3K	0.01%	519

Other funds holding BMVP

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

WR Wealth Planners's BMVP Position: Q4 2024 in Review

WR Wealth Planners held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q4 2024 at 312 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

WR Wealth Planners first reported a position in BMVP in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.1K in Q3 2024. 44 funds tracked by Wall St. Rank hold BMVP as of Q4 2024.

WR Wealth Planners held 312 shares of Invesco Bloomberg MVP Multi-factor ETF worth $14.6K as of Q4 2024.
WR Wealth Planners left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q4 2024.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #533 holding.
WR Wealth Planners first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Invesco Bloomberg MVP Multi-factor ETF position peaked at $15.1K in Q3 2024.
44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.