Operose Advisors LLC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 431,307
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 593 | 431,307 | 13F-HR | Operose Advisors LLC |
| Q4 2025 | 2/10/2026 | 472 | 429,162 | 13F-HR | Operose Advisors LLC |
| Q3 2025 | 11/12/2025 | 444 | 401,165 | 13F-HR | Operose Advisors LLC |
| Q2 2025 | 8/14/2025 | 410 | 354,626 | 13F-HR | Operose Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.76 K | 19.2% | 0 | 1.918 K | -1.918 K |
| ETFs | 348.5 K | 80.8% | 4.041 K | 0 | 4.041 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
431,307
Holdings
593
QoQ value change ($000)
2,145
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.