INVESCO EXCHANGE TRADED FD T

Ticker: BMVP CUSIP: 46137V712 Class: BLOOMBERG MVP MU

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC87,321$4,265
Institute for Wealth Management, LLC.57,451$2,806
MORGAN STANLEY45,793$2,237
UBS Group AG20,854$1,019
COMMONWEALTH EQUITY SERVICES, LLC14,151$691
GOLDMAN SACHS GROUP INC10,999$537
OSAIC HOLDINGS, INC.9,990$488
BANK OF MONTREAL /CAN/9,328$456
CITADEL ADVISORS LLC6,585$322
TRUIST FINANCIAL CORP6,337$309
Evanson Asset Management, LLC6,021$294
MOSAIC FAMILY WEALTH PARTNERS, LLC5,898$288
Creative Planning4,520$221
J.W. COLE ADVISORS, INC.4,416$216
JONES FINANCIAL COMPANIES LLLP4,413$216
ENVESTNET ASSET MANAGEMENT INC4,231$207
MAI Capital Management3,027$148
ROTHSCHILD INVESTMENT LLC3,000$147
GLENMEDE TRUST CO NA2,441$119
UMB Bank, n.a.2,328$114
BANK OF AMERICA CORP /DE/1,989$97
BELLEVUE ASSET MANAGEMENT, LLC1,920$94
FMR LLC1,880$92
NATIONAL BANK OF CANADA /FI/1,800$88
Clearstead Advisors, LLC1,680$82
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,238$60
JPMORGAN CHASE & CO1,110$54
Atlantic Union Bankshares Corp729$36
Quaker Wealth Management, LLC724$35
Steward Partners Investment Advisory, LLC570$28
Frazier Financial Advisors, LLC552$27
ROYAL BANK OF CANADA435$21
Plante Moran Financial Advisors, LLC360$18
Global Retirement Partners, LLC321$16
Addison Advisors LLC300$15
AMERIFLEX GROUP, INC.275$13
Sunbelt Securities, Inc.191$9
Smartleaf Asset Management LLC135$7
Triumph Capital Management105$5
EVOLUTION WEALTH MANAGEMENT INC.69$3
DHJJ Financial Advisors, Ltd.3$0
Total (41 institutions)325,490$15,897