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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 2025-06-30, 489,686 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
8
Reduced
9
Sold out
6
Shares held by filers
489,686

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Royal Harbor Partners, LLC162,257$7.85M2.87%-2,61313F-HRTimeline
LPL Financial LLC94,835$4.59M<0.01%-3,82913F-HRTimeline
Institute for Wealth Management, LLC.59,203$2.86M0.32%-40213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,459$2.15M<0.01%-8,02013F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,141$1.02M<0.01%-2,21113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,424$601K<0.01%+3413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,718$470K<0.01%+1,96013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,449$409K<0.01%013F-HRTimelineGroup
BBR PARTNERS, LLC6,190$299K0.02%013F-HRTimeline
Evanson Asset Management, LLC6,021$291K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$285K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,363$259K<0.01%-1,90013F-HR/ATimelineGroup
ENTREWEALTH, LLC4,883$236K0.16%013F-HRTimeline
Austin Wealth Management, LLC4,883$233K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,585$222K<0.01%-76613F-HRTimeline
Creative Planningin group Creative Planning4,520$219K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC3,943$191K0.08%+513F-HRTimeline
MAI Capital Management3,027$146K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$145K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,881$138K<0.01%+48113F-HRTimelineGroup
Glenmede Investment Management, LP2,441$118K<0.01%13F-HRTimeline
UMB Bank, n.a.2,328$113K<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,978$95.7K<0.01%+1,67813F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,920$92.9K0.05%013F-HRTimeline
Clearstead Advisors, LLC1,680$81.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC1,470$71.1K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,446$69.9K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,226$59.3K<0.01%+413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp813$39.3K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC798$38.6K<0.01%-913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO750$36.3K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC717$34.7K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…700$33.9K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC660$31.9K<0.01%-41713F-HRTimeline
Steward Partners Investment Advisory, L…570$27.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC552$26.7K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC498$24.1K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA435$21K<0.01%new13F-HR/ATimelineGroup
Rise Advisors, LLC396$19.2K0.01%+113F-HRTimeline
Global Retirement Partners, LLC321$15.5K<0.01%13F-HRTimeline
Addison Advisors LLC300$14.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3$146<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.3$146<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$69<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.