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BOLTON SECURITIES CORPORATION’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$64.7K Buy
1,250
+3
+0.2% +$160 ﹤0.01% 1260
2026
Q2 		$63.9K Sell
1,247
-800
-39% -$41K ﹤0.01% 1251
2026
Q1 		$102K Buy
+2,047
New +$105K ﹤0.01% 1015
2025
Q3 		$100K Buy
+2,036
New +$98.9K ﹤0.01% 967
2025
Q1 		$96.6K Buy
+2,026
New +$97.3K 0.01% 885

Other funds holding BMVP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BMVP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Invesco Bloomberg MVP Multi-factor ETF (BMVP) stake by 0.24% in Q3 2026, buying an estimated $160 and bringing the position to 1,250 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

BOLTON SECURITIES CORPORATION first reported a position in BMVP in Q1 2025 and has held it in 5 quarters since. The position peaked at $102K in Q1 2026. 24 funds tracked by Wall St. Rank hold BMVP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,250 shares of Invesco Bloomberg MVP Multi-factor ETF worth $64.7K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 3 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2026, an estimated $160.
  • Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1260 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco Bloomberg MVP Multi-factor ETF position peaked at $102K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.