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Disclosery

BSCQ INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

366 managers (368 13F filers) reported a position in BSCQ shares at 2024-12-31, 179,797,907 shares in all. 34 filers opened a position and 26 filers sold out during the quarter.

Managers
366
13F filers
368
New
34
Added
184
Reduced
79
Sold out
26
Shares held by filers
179,797,907

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Koss-Olinger Consulting, LLC47,997$933K0.08%+7,81713F-HRTimeline
Wingate Wealth Advisors, Inc.46,723$908K0.89%13F-HRTimeline
GLOBALT Investments LLC / GA45,976$893K0.03%-1,33813F-HRTimeline
CWM, LLCin group CWM, LLC44,665$868K<0.01%-2,89013F-HRTimelineGroup
First Command Advisory Services, Inc.44,513$865K0.01%-17,22613F-HRTimeline
Apella Capital, LLC44,250$860K0.03%+85013F-HRTimeline
Meridian Wealth Management, LLC44,125$857K0.04%013F-HRTimeline
Comprehensive Financial Consultants Ins…43,225$840K0.31%013F-HRTimeline
Western Financial Corp/CA42,632$828K0.46%+5,81813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…42,496$826K0.35%13F-HRTimeline
Insight Wealth Partners, LLC41,578$808K0.51%+5,02913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,448$786K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.40,306$783K0.04%+10,00313F-HRTimeline
Coordinated Financial Services, Inc.40,282$783K0.61%13F-HRTimeline
Regal Investment Advisors LLC39,977$777K0.06%+3,57213F-HRTimeline
4Thought Financial Group Inc.38,096$740K0.46%-3,83113F-HRTimeline
Oregon Pacific Wealth Management, LLC38,065$740K0.73%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,000$738K0.02%+92713F-HRTimelineGroup
FC Advisory LLC36,981$719K0.24%+9,02113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC36,905$717K0.05%+1,56013F-HRTimeline
Vermillion & White Wealth Management Gr…36,675$713K0.52%+36813F-HRTimeline
Strategic Family Wealth Counselors, L.L…36,501$709K0.23%+3,90813F-HRTimeline
CIBC WORLD MARKET INC.35,775$695K<0.01%013F-HRTimeline
First City Capital Management, Inc.35,571$691K0.37%-40013F-HRTimeline
RPg Family Wealth Advisory, LLC35,500$690K0.24%new13F-HRTimeline
RVW Wealth, LLC35,386$688K0.06%-2,11313F-HRTimeline
PRIVATE TRUST CO NA35,031$681K0.07%+3713F-HRTimeline
First Fiduciary Investment Counsel, Inc.34,369$668K0.14%+7,87813F-HRTimeline
Global Retirement Partners, LLC33,783$656K0.02%-23413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,318$647K<0.01%-41,99413F-HRTimelineGroup
Financial Life Planners33,022$642K0.54%13F-HRTimeline
Foundations Investment Advisors, LLC32,357$629K0.01%-75313F-HRTimeline
GS Investments, Inc.31,665$615K0.28%-4,95013F-HRTimeline
Global Financial Private Client, LLC31,102$604K0.23%+4,10013F-HRTimeline
Towne Trust Company, N.A30,758$598K0.21%new13F-HRTimeline
Heron Bay Capital Management29,206$567K0.12%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,101$565K<0.01%+6,40613F-HRTimelineGroup
Berkshire Money Management, Inc.28,942$562K0.06%013F-HRTimeline
American Institute for Advanced Investm…28,763$559K0.42%+4,79313F-HRTimeline
Arete Wealth Advisors, LLC28,627$556K0.04%+51413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,567$555K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,100$546K<0.01%013F-HRTimelineGroup
Claro Advisors Inc.28,068$545K0.07%+13,67013F-HRTimeline
Crews Bank & Trust27,565$536K0.09%13F-HRTimeline
Capital Investment Advisors, LLC27,282$530K0.01%+2,68213F-HRTimeline
Stonebridge Capital Advisors LLC26,901$523K0.04%-25413F-HRTimeline
GAMMA Investing LLC26,877$522K0.04%+20,64213F-HRTimeline
ORG Partners LLC26,866$522K0.07%013F-HRTimeline
Kades & Cheifetz LLC26,788$520K0.27%+73113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,966$505K<0.01%+2,09913F-HRTimelineGroup
EPIQ Capital Group, LLC25,685$499K0.13%013F-HRTimeline
Independence Bank of Kentucky25,576$497K0.08%+1,44413F-HRTimeline
SAX WEALTH ADVISORS, LLC25,368$493K0.04%+1,07413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,289$491K<0.01%-82913F-HRTimelineGroup
Monterey Private Wealth, Inc.24,701$480K0.16%+4,63613F-HRTimeline
Advisory Services Network, LLC24,696$480K0.01%+2,51713F-HRTimeline
Sculati Wealth Management, LLC24,472$475K0.19%013F-HR/ATimeline
TrinityPoint Wealth, LLC24,067$468K0.07%+7,34713F-HRTimeline
Roundview Capital LLC23,910$465K0.03%013F-HRTimeline
Sensible Money, LLC23,533$457K0.2%-2,47913F-HRTimeline
Wealthspire Retirement, LLC23,473$456K0.04%-39513F-HRTimeline
Whitener Capital Management, Inc.23,378$454K0.13%+5,63613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,370$454K0.03%+1,01613F-HRTimeline
Blossom Wealth Management23,250$452K0.87%+90013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,202$451K0.01%-75213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,032$448K<0.01%+4,20013F-HRTimelineGroup
Arkadios Wealth Advisors22,993$447K0.02%-1,29213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC22,816$443K0.2%new13F-HRTimeline
BridgePort Financial Solutions, LLC22,679$442K0.2%13F-HRTimeline
Allen Capital Group, LLC22,519$438K0.05%+6,33913F-HRTimeline
Certified Advisory Corp22,315$434K0.05%+11713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC22,148$430K0.03%+71813F-HRTimeline
FINANCIAL COUNSELORS INC21,784$423K0.01%+3,52313F-HRTimeline
DEARBORN PARTNERS LLC21,254$413K0.02%+13313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…20,740$403K0.01%+9,87613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,092$390K0.01%+56313F-HRTimeline
Delta Financial Group, Inc.19,785$384K0.09%+18813F-HRTimeline
Sigma Planning Corp19,724$383K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,193$373K0.01%+7,65013F-HRTimelineGroup
DOVER ADVISORS, LLC18,572$361K0.21%-75713F-HRTimeline
Tassel Capital Management, Inc.17,570$341K0.3%13F-HRTimeline
Verdence Capital Advisors LLC17,316$336K0.03%new13F-HRTimeline
Latitude Advisors, LLC17,183$334K0.19%-1,23213F-HRTimeline
Beacon Pointe Advisors, LLC16,733$325K<0.01%+6913F-HRTimeline
Valmark Advisers, Inc.16,432$319K<0.01%+35013F-HRTimeline
WESPAC Advisors, LLC16,230$315K0.23%+1,80013F-HRTimeline
Edge Wealth Management LLC16,187$315K0.06%013F-HRTimeline
Larson Financial Group LLC16,148$314K0.02%-89113F-HRTimeline
ALERUS FINANCIAL NA16,060$312K0.02%new13F-HRTimeline
Chris Bulman Inc15,969$310K0.2%+3613F-HRTimeline
Aveo Capital Partners, LLC15,809$307K0.03%-1513F-HRTimeline
Kaydan Wealth Management, Inc.15,599$303K0.1%+113F-HRTimeline
Mirador Capital Partners LP15,345$298K0.05%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,100$293K0.05%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.14,872$289K0.1%+74813F-HRTimeline
Net Worth Advisory Group14,581$283K0.09%-73713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,500$282K0.01%013F-HRTimelineGroup
Solitude Financial Services14,300$278K0.12%013F-HRTimeline
CGN Advisors LLC14,143$275K0.03%+1,57913F-HRTimeline
Kaye Capital Management13,952$271K0.12%new13F-HRTimeline
EVERPAR ADVISORS LLC13,603$264K0.13%new13F-HRTimeline
Capital Investment Advisory Services, L…13,525$263K0.03%013F-HRTimeline
Wealth Advisors of Iowa, LLC13,524$263K0.13%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,294$258K<0.01%+1,05913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,224$257K0.01%+52113F-HRTimelineGroup
Belpointe Asset Management LLC13,150$256K0.02%-16513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,970$252K0.01%+4713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,922$251K<0.01%-57413F-HRTimelineGroup
Savvy Advisors, Inc.12,761$248K0.03%new13F-HRTimeline
Yoder Wealth Management, Inc.12,700$247K0.14%013F-HRTimeline
SMI Advisory Services, LLC12,661$246K0.06%new13F-HRTimeline
ETF Store, Inc.12,594$245K0.3%+8513F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department12,212$237K0.18%13F-HRTimelineGroup
GHE, LLC12,000$233K0.09%013F-HR/ATimeline
YHB Investment Advisors, Inc.11,928$232K0.02%-1,23013F-HRTimeline
Mesirow Financial Investment Management…11,447$222K<0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,801$210K0.11%new13F-HRTimeline
Retirement Solution LLC10,757$209K0.05%+11313F-HRTimeline
Keystone Financial Group10,550$205K0.02%new13F-HRTimeline
SigFig Wealth Management, LLC10,541$205K0.01%new13F-HRTimeline
Foundry Financial Group, Inc.10,541$205K0.13%013F-HRTimeline
RFG Advisory, LLC10,410$202K0.01%new13F-HRTimeline
CHOREO, LLC10,256$199K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,214$198K0.09%013F-HRTimeline
Nicholas Hoffman & Company, LLC.10,005$194K0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$194K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO9,998$194K<0.01%+29013F-HRTimeline
Rialto Wealth Management, LLC9,927$193K0.06%13F-HRTimeline
Farther Finance Advisors, LLC6,811$132K<0.01%+4,24313F-HRTimeline
Centricity Wealth Management, LLC6,521$127K0.12%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,503$126K<0.01%-6,69813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS6,000$117K0.05%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,600$109K<0.01%-123,62813F-HRTimelineGroup
United Community Bankin group United Community Bank5,500$107K0.04%new13F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC5,444$106K0.01%013F-HRTimeline
SJS Investment Consulting Inc.4,924$95.7K0.02%013F-HRTimeline
Davis Capital Management4,862$94.5K0.08%-4213F-HRTimeline
OARSMAN CAPITAL, INC.4,369$84.9K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,233$82.2K0.01%+2,14013F-HRTimeline
CBIZ Investment Advisory Services, LLC4,051$78.7K<0.01%+4313F-HRTimeline
AdvisorNet Financial, Inc3,892$75.6K0.01%+21413F-HRTimeline
Marquette Asset Management, LLC3,609$70.1K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,286$63.8K<0.01%+1913F-HRTimelineGroup
FMR LLCin group FMR LLC2,354$45.7K<0.01%+1,22013F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,800$35K<0.01%-3,09013F-HRTimeline
Transce3nd, LLC1,713$33.3K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB1,622$31.5K<0.01%013F-HRTimeline
AE Wealth Management LLC1,384$26.9K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,337$26K<0.01%013F-HRTimeline
Caldwell Trust Co1,332$25.9K<0.01%013F-HRTimeline
Smithfield Trust Co1,167$23K<0.01%013F-HRTimeline
Aspect Partners, LLC1,042$20.2K0.01%013F-HRTimeline
Parallel Advisors, LLC1,033$20.1K<0.01%013F-HRTimeline
Redwood Park Advisors LLC526$10.2K0.01%13F-HRTimeline
West Branch Capital LLC503$9.77K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC500$9.71K<0.01%new13F-HRTimeline
Caitlin John, LLC453$8.8K0.01%013F-HRTimeline
First PREMIER Bank423$8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/179$3.48K<0.01%+1213F-HRTimelineGroup
Friedenthal Financial173$3.36K<0.01%013F-HRTimeline
Field & Main Bank163$3.17K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC150$2.92K<0.01%13F-HRTimeline
Mattson Financial Services, LLC147$2.88K<0.01%013F-HRTimeline
GeoWealth Management, LLC133$2.58K<0.01%-21313F-HRTimeline
Sound Income Strategies, LLC15$291<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.