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Disclosery

BMVP INVESCO EXCHANGE TRADED FD T

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BLOO MVP MUL ETF (fund)

45 managers (45 13F filers) reported a position in BMVP shares at 2024-12-31, 344,229 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
3
Added
11
Reduced
5
Sold out
4
Shares held by filers
344,229

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC94,762$4.44M<0.01%+75313F-HRTimeline
Institute for Wealth Management, LLC.59,605$2.79M0.35%-18813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,034$2.39M<0.01%+4,62813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG25,352$1.19M<0.01%+2313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,095$567K<0.01%-80313F-HRTimeline
BBR PARTNERS, LLC9,364$439K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,449$396K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,758$363K<0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC6,021$282K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$276K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,100$239K<0.01%013F-HRTimelineGroup
ENTREWEALTH, LLC4,883$236K0.22%13F-HRTimeline
Austin Wealth Management, LLC4,883$236K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,832$226K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,575$214K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning4,511$211K<0.01%+813F-HRTimelineGroup
Ridgewood Investments LLC3,933$184K0.09%-29513F-HRTimeline
MAI Capital Management3,027$142K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$141K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,846$133K<0.01%+30613F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,541$119K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,400$112K<0.01%+89113F-HRTimelineGroup
UMB Bank, n.a.2,328$109K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BELLEVUE ASSET MANAGEMENT, LLC1,920$90K0.05%013F-HRTimeline
Clearstead Advisors, LLC1,680$78.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC1,470$68.9K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,216$57K<0.01%+513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,077$50.5K<0.01%+17713F-HRTimeline
AMERIFLEX GROUP, INC.966$47K0.02%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN948$44.4K<0.01%-113F-HRTimelineGroup
Sandy Spring Bank813$38.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC807$37.8K<0.01%+34513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO750$35.1K<0.01%-20313F-HRTimelineGroup
Steward Partners Investment Advisory, L…570$26.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC552$25.9K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC498$23.8K0.01%13F-HRTimeline
Rise Advisors, LLC393$18.4K0.01%+113F-HRTimeline
Global Retirement Partners, LLC321$15K<0.01%013F-HRTimeline
WR Wealth Planners, LLC312$14.6K<0.01%013F-HRTimeline
Addison Advisors LLC300$14.1K<0.01%013F-HRTimeline
PSI Advisors, LLC286$13.4K<0.01%+113F-HRTimeline
Tidemark, LLC147$6.89K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3$141<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DHJJ Financial Advisors, Ltd.3$141<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.