Operose Advisors LLC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 429,162
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 84.68 K | 19.7% | 5.087 K | 0 | 5.087 K |
| ETFs | 344.5 K | 80.3% | 22.93 K | 0 | 22.93 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
429,162
Holdings
472
QoQ value change ($000)
27,997
(7.0%)
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.