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 | 82,899 | 4,290 | 0.0% | 0.0% | 1 | -666 | -0.8% | Q3 2026 | Nov 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 56,378 | 2,918 | 0.26% | 0.26% | 2 | -597 | -1.05% | Q3 2026 | Nov 06, 2026 |
| MORGAN STANLEY | History | No change | 44,735 | 2,294 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,710 | 959 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,127 | 731 | 0.0% | 0.0% | 5 | -127 | -0.89% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,330 | 580 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,972 | 511 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,310 | 430 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Creative Planning | History | Added to | 7,028 | 363 | 0.0% | 0.0% | 9 | +2,508 | 55.49% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,274 | 324 | 0.0% | 0.0% | 10 | -86 | -1.35% | Q3 2026 | Oct 30, 2026 |
| Evanson Financial, LLC | History | No change | 6,021 | 311 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,913 | 303 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 5,264 | 272 | 0.0% | 0.0% | 13 | +101 | 1.96% | Q3 2026 | Nov 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,187 | 266 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,205 | 266 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,277 | 167 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,000 | 155 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,957 | 153 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,130 | 109 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 1,923 | 99 | 0.0% | 0.0% | 20 | +43 | 2.29% | Q3 2026 | Nov 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,920 | 98 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,800 | 92 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,249 | 64 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,110 | 56 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 734 | 37 | 0.01% | 0.01% | 26 | +4 | 0.55% | Q3 2026 | Oct 22, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 717 | 37 | 0.01% | 0.01% | 27 | +4 | 0.56% | Q3 2026 | Oct 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 729 | 37 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| William Mack & Associates, Inc. | History | New | 616 | 31 | 0.01% | — | 28 | +616 | New | Q3 2026 | Oct 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 498 | 25 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 435 | 22 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 321 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 275 | 14 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 240 | 12 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 105 | 5 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 69 | 3 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,249 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -777 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2026 | Nov 10, 2026 |
| ASSETMARK, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |