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Disclosery

BMVP INVESCO EXCHANGE TRADED FD T

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BLOO MVP MUL ETF (fund)

44 managers (44 13F filers) reported a position in BMVP shares at 2024-09-30, 318,768 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
44
13F filers
44
New
2
Added
9
Reduced
7
Sold out
3
Shares held by filers
318,768

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC94,009$4.54M<0.01%+3,70413F-HRTimeline
Institute for Wealth Management, LLC.59,793$2.89M0.36%-1,03513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY46,406$2.24M<0.01%+1,07213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG25,329$1.22M<0.01%-1,19913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,898$623K<0.01%-27813F-HRTimeline
BBR PARTNERS, LLC9,364$452K0.03%-42813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,449$408K<0.01%013F-HRTimelineGroup
Evanson Asset Management, LLC6,021$291K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$285K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,100$246K<0.01%013F-HRTimelineGroup
Austin Wealth Management, LLC4,883$236K0.05%013F-HRTimeline
Janney Montgomery Scott LLC4,575$221K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning4,503$217K<0.01%new13F-HRTimelineGroup
Ridgewood Investments LLC4,228$204K0.1%+613F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$145K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,540$123K<0.01%-1,02613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,541$123K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.2,328$112K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC1,920$92.7K0.05%013F-HRTimeline
Clearstead Advisors, LLC1,680$81.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,509$72.6K<0.01%+39913F-HRTimelineGroup
Beacon Capital Management, LLC1,470$71K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,211$58.5K<0.01%+613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO953$46K<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN949$45.8K<0.01%+94813F-HRTimelineGroup
Plante Moran Financial Advisors, LLC900$43.5K<0.01%013F-HRTimeline
Sandy Spring Bank813$39.3K<0.01%013F-HRTimeline
Family Asset Management, LLC750$36.2K0.02%013F-HRTimeline
McIlrath & Eck, LLC738$35.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…570$27.5K<0.01%+33013F-HRTimeline
Frazier Financial Advisors, LLC552$26.7K0.02%013F-HRTimeline
FMR LLCin group FMR LLC462$22.3K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/411$19.8K<0.01%-3,99813F-HRTimelineGroup
Rise Advisors, LLC392$18.9K0.01%+213F-HRTimeline
Global Retirement Partners, LLC321$15.5K<0.01%013F-HRTimeline
WR Wealth Planners, LLC312$15.1K<0.01%013F-HRTimeline
Addison Advisors LLC300$14.5K<0.01%013F-HRTimeline
PSI Advisors, LLC285$13.7K<0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…174$8.4K<0.01%013F-HRTimeline
Tidemark, LLC147$7.1K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC78$3.77K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3$145<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$145<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.