INVESCO EXCHANGE-TRADED FUND TRUST - BMVP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 83,565 | 4,285 | 0.0% | 0.0% | 1 | -1,198 | -1.41% | Q2 2026 | Aug 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 56,975 | 2,921 | 0.26% | 0.3% | 2 | +2 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Reduced | 44,735 | 2,294 | 0.0% | 0.0% | 3 | -549 | -1.21% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,710 | 959 | 0.0% | 0.0% | 4 | +1,937 | 11.55% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,254 | 730 | 0.0% | 0.0% | 5 | -953 | -6.27% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,330 | 580 | 0.0% | 0.0% | 6 | -686 | -5.71% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,972 | 511 | 0.0% | 0.0% | 7 | +4 | 0.04% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,310 | 426 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,360 | 326 | 0.0% | 0.0% | 9 | +121 | 1.94% | Q2 2026 | Jul 28, 2026 |
| Evanson Financial, LLC | History | New | 6,021 | 308 | 0.02% | — | 10 | +6,021 | New | Q2 2026 | Jul 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 5,913 | 303 | 0.02% | 0.03% | 11 | +7 | 0.12% | Q2 2026 | Aug 05, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,021 | 300 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,205 | 266 | 0.0% | — | 14 | +5,205 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,187 | 266 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 5,163 | 264 | 0.0% | 0.0% | 15 | +14 | 0.27% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 4,520 | 231 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 4,249 | 217 | 0.0% | — | 17 | +4,249 | New | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,277 | 167 | 0.0% | 0.0% | 18 | -247 | -7.01% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,000 | 153 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,957 | 151 | 0.0% | 0.0% | 20 | +1,277 | 76.01% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 2,130 | 109 | 0.0% | 0.0% | 21 | -11 | -0.51% | Q2 2026 | Aug 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,920 | 98 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 1,880 | 96 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,800 | 92 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,249 | 64 | 0.0% | 0.0% | 25 | +6 | 0.48% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,110 | 56 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Washington Trust Advisors, Inc. | History | New | 777 | 39 | 0.0% | — | 27 | +777 | New | Q2 2026 | Jul 29, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 730 | 37 | 0.01% | 0.01% | 29 | +3 | 0.41% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 729 | 37 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 713 | 36 | 0.01% | 0.01% | 30 | +3 | 0.42% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 498 | 25 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 435 | 22 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 360 | 18 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 321 | 16 | 0.0% | — | 34 | +321 | New | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 275 | 14 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 240 | 12 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 191 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 105 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 69 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,027 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -552 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |