Operose Advisors LLC

Position in XP — XP Inc.

CIK 1909750 MILWAUKEE, WI

Position in XP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$406

-$70 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#312

of 318 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Operose Advisors LLC holds $4,770,205 across 6 Capital Markets names. XP ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,459	$2,486,958
2	MS	Morgan Stanley	7,506	$1,569,054
3	SCHW	Schwab Charles Corp	4,964	$458,028
4	VIRT	Virtu Financial, Inc.	4,030	$240,067
5	BMNR	Bitmine Immersion Technologies, Inc.	1,179	$15,692
6	XP	XP Inc. This page	25	$406

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406	25	0.0%	Shares	Sole	2026-08-13
2026-03-31	$476	25	-59.0%	Shares	Sole	2026-05-12
2024-09-30	$1,094	61	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,072	61	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,565	61	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,590	61	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,406	61	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.