Skip to content
Disclosery

BSCQ INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

391 managers (394 13F filers) reported a position in BSCQ shares at 2025-03-31, 181,090,079 shares in all. 44 filers opened a position and 17 filers sold out during the quarter.

Managers
391
13F filers
394
New
44
Added
203
Reduced
93
Sold out
17
Shares held by filers
181,090,079

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Strategic Family Wealth Counselors, L.L…49,220$959K0.31%+12,71913F-HRTimeline
Koss-Olinger Consulting, LLC48,717$949K0.08%+72013F-HRTimeline
Western Wealth Management, LLC48,634$947K0.06%-3,57613F-HRTimeline
Cynosure Group, LLC48,108$937K0.13%013F-HRTimeline
Prime Capital Investment Advisors, LLC46,201$900K0.01%new13F-HRTimeline
Apella Capital, LLC45,740$891K0.03%+1,49013F-HRTimeline
Steward Partners Investment Advisory, L…45,742$891K0.01%-3,90413F-HRTimeline
Insight Wealth Partners, LLC45,151$880K0.53%+3,57313F-HRTimeline
Vermillion & White Wealth Management Gr…44,382$865K0.63%+7,70713F-HRTimeline
Meridian Wealth Management, LLC44,125$860K0.04%013F-HRTimeline
Comprehensive Financial Consultants Ins…43,967$856K0.3%+74213F-HRTimeline
OLD MISSION CAPITAL LLC43,083$839K0.02%new13F-HRTimeline
Western Financial Corp/CA42,845$835K0.48%+21313F-HRTimeline
Coordinated Financial Services, Inc./CO42,729$832K0.64%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…42,621$830K0.35%+12513F-HRTimeline
GLOBALT Investments LLC / GA41,657$811K0.03%-4,31913F-HRTimeline
Jaffetilchin Investment Partners, LLC41,596$810K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC41,001$799K<0.01%-3,66413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources40,448$788K<0.01%013F-HRTimelineGroup
Certified Advisory Corp39,615$772K0.09%+17,30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,718$752K0.02%+71813F-HRTimelineGroup
BRIGHTON JONES LLC38,497$750K0.02%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC38,484$750K0.75%+41913F-HRTimeline
Regal Investment Advisors LLC38,203$744K0.06%-1,77413F-HRTimeline
CW Advisors, LLC38,216$744K0.01%new13F-HRTimeline
FC Advisory LLC37,336$727K0.25%+35513F-HRTimeline
First Fiduciary Investment Counsel, Inc.37,067$722K0.15%+2,69813F-HRTimeline
4Thought Financial Group Inc.36,736$716K0.44%-1,36013F-HRTimeline
RPg Family Wealth Advisory, LLC36,098$703K0.2%+59813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC35,879$699K0.05%-1,02613F-HRTimeline
CIBC WORLD MARKET INC.35,775$697K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,406$689K<0.01%-106,67613F-HR/ATimelineGroup
First City Capital Management, Inc.34,921$680K0.41%-65013F-HRTimeline
Arkadios Wealth Advisors34,743$677K0.03%+11,75013F-HRTimeline
Monterey Private Wealth, Inc.34,620$674K0.2%+9,91913F-HRTimeline
Towne Trust Company, N.A33,723$657K0.23%+2,96513F-HRTimeline
Financial Life Planners33,364$650K0.63%+34213F-HRTimeline
PRIVATE TRUST CO NA33,031$643K0.07%-2,00013F-HRTimeline
Foundations Investment Advisors, LLC32,837$640K0.01%+48013F-HRTimeline
RVW Wealth, LLC32,763$638K0.06%-2,62313F-HRTimeline
American Institute for Advanced Investm…32,333$630K0.48%+3,57013F-HRTimeline
Compound Planning, Inc.31,857$621K0.03%-8,44913F-HRTimeline
GS Investments, Inc.31,665$617K0.29%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,647$616K<0.01%+3,08013F-HRTimeline
Claro Advisors Inc.31,502$614K0.08%+3,43413F-HRTimeline
GAMMA Investing LLC31,389$611K0.05%+4,51213F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC31,119$606K<0.01%+2,01813F-HRTimelineGroup
Global Financial Private Client, LLC30,599$596K0.23%-50313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.30,596$596K0.27%-53,29013F-HRTimeline
Sovran Advisors, LLC29,579$577K0.07%new13F-HRTimeline
Heron Bay Capital Management29,206$569K0.12%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding28,992$565K+16,780Timeline
Berkshire Money Management, Inc.28,942$564K0.06%013F-HRTimeline
Advisory Services Network, LLC28,518$556K0.01%+3,82213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,446$554K<0.01%+34613F-HRTimelineGroup
ORG Partners LLC27,876$543K0.13%+1,01013F-HRTimeline
Independence Bank of Kentucky27,630$538K0.08%+2,05413F-HRTimeline
Crews Bank & Trust27,565$537K0.09%013F-HRTimeline
Arete Wealth Advisors, LLC27,204$530K0.04%-1,42313F-HRTimeline
Wealthspire Retirement, LLC26,508$516K0.04%+3,03513F-HRTimeline
Blossom Wealth Management26,474$516K1.04%+3,22413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…26,122$509K0.01%+5,38213F-HRTimelineGroup
IEQ CAPITAL, LLC25,685$500K<0.01%new13F-HRTimeline
Capital Investment Advisors, LLC25,553$498K0.01%-1,72913F-HRTimeline
SAX WEALTH ADVISORS, LLC25,281$492K0.04%-8713F-HRTimeline
Coastal Bridge Advisors, LLC25,120$489K0.04%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC24,343$474K0.01%+5,15013F-HRTimelineGroup
Sculati Wealth Management, LLC23,642$461K0.19%-83013F-HRTimeline
Sensible Money, LLC23,517$458K0.2%-1613F-HRTimeline
Curbstone Financial Management Corp23,476$457K0.1%new13F-HRTimeline
Tyler-Stone Wealth Management23,428$456K0.08%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,386$456K0.03%+1613F-HRTimeline
Nalls Sherbakoff Group, LLC23,184$452K0.37%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,963$447K<0.01%-2,32613F-HRTimelineGroup
Whitener Capital Management, Inc.22,963$447K0.13%-41513F-HRTimeline
BridgePort Financial Solutions, LLC22,739$443K0.2%+6013F-HRTimeline
ALERUS FINANCIAL NA22,470$438K0.04%+6,41013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,926$427K0.01%+1,83413F-HRTimeline
FINANCIAL COUNSELORS INC21,784$424K0.01%013F-HRTimeline
Sigma Planning Corp21,660$422K0.01%+1,93613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,576$420K<0.01%-4,39013F-HR/ATimelineGroup
Allen Capital Group, LLC21,038$410K0.05%-1,48113F-HRTimeline
Well Done, LLC20,825$405K0.07%new13F-HRTimeline
DEARBORN PARTNERS LLC20,409$398K0.02%-84513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,625$382K<0.01%+14,02513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC19,476$379K0.02%-2,67213F-HRTimeline
SMI Advisory Services, LLC19,377$377K0.09%+6,71613F-HRTimeline
TWO SIGMA SECURITIES, LLC19,173$373K0.06%new13F-HRTimeline
Delta Financial Group, Inc.19,101$372K0.09%-68413F-HRTimeline
Verdence Capital Advisors LLC18,832$367K0.03%+1,51613F-HRTimeline
DOVER ADVISORS, LLC18,572$362K0.16%013F-HRTimeline
Stonebridge Capital Advisors LLC18,385$358K0.03%-8,51613F-HRTimeline
Wealth Advisors of Iowa, LLC18,309$357K0.15%+4,78513F-HRTimeline
ETF Store, Inc.18,109$353K0.43%+5,51513F-HRTimeline
Valmark Advisers, Inc.17,967$350K0.01%+1,53513F-HRTimeline
Larson Financial Group LLC17,954$350K0.02%+1,80613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,652$344K<0.01%-5,38013F-HRTimelineGroup
GWN SECURITIES INC.17,409$339K0.02%new13F-HRTimeline
Latitude Advisors, LLC17,409$339K0.2%+22613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,373$338K0.01%-5,82913F-HRTimelineGroup
Castleview Partners, LLC17,273$336K0.23%new13F-HRTimeline
Tassel Capital Management, Inc.16,844$328K0.29%-72613F-HRTimeline
Altus Wealth Group LLC16,793$327K0.15%-90,34713F-HRTimeline
Mirador Capital Partners LP16,704$325K0.06%+1,35913F-HRTimeline
EVERPAR ADVISORS LLC16,482$321K0.17%+2,87913F-HRTimeline
Edge Wealth Management LLC16,187$315K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC16,074$313K<0.01%-65913F-HRTimeline
Net Worth Advisory Group16,040$312K0.1%+1,45913F-HRTimeline
LaSalle St. Investment Advisors, LLC15,833$308K0.07%new13F-HRTimeline
Cordatus Wealth Management LLC15,743$307K0.08%new13F-HRTimeline
Kaydan Wealth Management, Inc.15,754$307K0.1%+15513F-HRTimeline
Savvy Advisors, Inc.15,711$306K0.03%+2,95013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.15,100$294K0.05%013F-HRTimeline
WESPAC Advisors, LLC14,953$291K0.24%-1,27713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.14,872$290K0.08%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,500$282K0.01%013F-HRTimelineGroup
Solitude Financial Services14,300$279K0.11%013F-HRTimeline
SYNOVUS FINANCIAL CORP14,256$278K<0.01%new13F-HRTimeline
Schwallier Wealth Management LLC14,151$276K0.2%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC14,042$274K0.09%new13F-HRTimeline
Legacy Wealth Management, LLC / MS13,730$267K0.09%new13F-HRTimeline
Capital Investment Advisory Services, L…13,525$263K0.02%013F-HRTimeline
World Investment Advisors13,416$261K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,224$258K0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,964$253K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,848$250K<0.01%-7413F-HRTimelineGroup
Yoder Wealth Management, Inc.12,700$247K0.14%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …12,570$245K<0.01%new13F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.12,545$244K0.01%+2,54013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Retirement Solution LLC12,162$237K0.07%+1,40513F-HR/ATimeline
Keystone Financial Group12,150$237K0.02%+1,60013F-HRTimeline
GHE, LLC12,000$234K0.11%013F-HRTimeline
YHB Investment Advisors, Inc.11,933$232K0.02%+513F-HRTimeline
Mesirow Financial Investment Management…11,447$223K<0.01%013F-HRTimeline
HM PAYSON & CO11,283$220K<0.01%+1,28513F-HRTimeline
Seek First Inc.10,824$211K0.19%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,801$210K0.1%013F-HRTimeline
SigFig Wealth Management, LLC10,674$208K0.01%+13313F-HRTimeline
Garrett Wealth Advisory Group, LLC10,602$207K0.05%new13F-HRTimeline
CGN Advisors LLC10,582$206K0.02%-3,56113F-HRTimeline
Foundry Financial Group, Inc.10,541$205K0.13%013F-HRTimeline
Belpointe Asset Management LLC10,504$205K0.01%-2,64613F-HRTimeline
RFG Advisory, LLC10,410$203K0.01%013F-HRTimeline
Wilkins Miller Wealth Management, LLC10,408$203K0.15%new13F-HRTimeline
ETF Portfolio Partners, Inc.10,292$200K0.06%new13F-HRTimeline
CHOREO, LLC10,256$200K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,214$199K0.08%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$195K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC9,927$193K0.06%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS8,500$166K0.08%+2,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,432$164K<0.01%+1,92913F-HRTimelineGroup
Farther Finance Advisors, LLC6,811$133K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC6,521$127K0.12%013F-HRTimeline
Wayfinding Financial, LLC5,678$110K0.05%new13F-HRTimeline
United Community Bankin group United Community Bank5,500$107K0.04%013F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC5,444$106K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…5,441$106K0.04%new13F-HRTimeline
SJS Investment Consulting Inc.4,924$95.9K0.02%013F-HRTimeline
Davis Capital Management4,816$93.8K0.07%-4613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,233$82.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4,093$79.7K<0.01%+4213F-HR/ATimeline
AdvisorNet Financial, Inc3,892$75.8K0.01%013F-HRTimeline
Marquette Asset Management, LLC3,609$70.3K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,219$62.7K0.04%13F-HRTimeline
Orion Capital Management LLC2,698$52.6K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,425$47.2K<0.01%-86113F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,800$35.1K0.01%013F-HRTimeline
Transce3nd, LLC1,713$33.4K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,622$31.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,538$30K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,368$26.6K0.02%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 Co1,097$22K<0.01%-7013F-HRTimeline
Fourth Dimension Wealth, LLC1,116$21.7K0.01%new13F-HRTimeline
Aspect Partners, LLC1,042$20.3K0.01%013F-HRTimeline
Parallel Advisors, LLC1,033$20.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC722$14.1K<0.01%-1,63213F-HRTimelineGroup
Sound Income Strategies, LLC643$12.5K<0.01%+62813F-HRTimeline
Redwood Park Advisors LLC526$10.2K0.01%013F-HRTimeline
West Branch Capital LLC503$9.79K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC500$9.74K<0.01%new13F-HRTimeline
First PREMIER Bank423$8K<0.01%013F-HRTimeline
AE Wealth Management LLC315$6.14K<0.01%-1,06913F-HRTimeline
Friedenthal Financial273$5.32K<0.01%+10013F-HRTimeline
LANARK FINANCIAL, INC.250$4K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC150$2.92K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS96$1.87K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC94$1.84K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$6<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.