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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
Lido Advisors, LLCin group Lido Advisors, LLC62,639,111$1.22B7.61%+10,625,39513F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,263,500$199M0.04%+6,136,52013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,026,359$137M0.03%+863,55113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,932,640$135M0.01%-129,87913F-HR/ATimelineGroup
LPL Financial LLC5,616,538$109M0.04%+555,42513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,350,407$104M0.04%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,793,783$93.1M0.01%+39,57613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,647,734$51.4M3.87%+88,53813F-HRTimelineGroup
MAI Capital Management2,439,315$47.4M0.35%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,307,945$44.8M0.01%-17,79313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,977,292$38.4M0.01%-83,93013F-HRTimelineGroup
Fusion Family Wealth, LLC1,711,500$33.3M3.05%-7,93313F-HRTimeline
MML INVESTORS SERVICES, LLC1,684,119$32.7M0.11%+157,02913F-HRTimeline
Bluespring Wealth Management, LLC1,637,881$31.8M3.27%+120,67913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,576,598$30.6M0.45%-21,47813F-HRTimelineGroup
TLWM1,524,799$29.6M5.83%+116,34513F-HRTimeline
SHUFRO ROSE & CO LLC1,508,382$29.3M2.29%+322,14213F-HRTimeline
Independent Advisor Alliance1,428,206$27.8M0.37%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,420,813$27.6M0.03%+87,18713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,378,438$26.8M0.07%+41,37313F-HR/ATimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,357,188$26.4M1.36%-868,91413F-HRTimelineGroup
Asset Dedication, LLC1,309,467$25.4M2%-116,63613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,283,779$24.9M0.04%+648,78313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,251,797$24.3M0.05%+23,56713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,216,508$23.6M0.01%-86,88613F-HRTimelineGroup
DAVIS R M INC1,195,443$23.2M0.45%+123,73213F-HRTimeline
Stonebridge Financial Group, LLC1,105,612$21.5M2.37%13F-HRTimeline
Anchor Investment Management, LLC976,260$19M1.77%+60,97413F-HRTimeline
KIRR MARBACH & CO LLC /IN/962,761$18.7M4.05%+162,75113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC937,983$18.2M0.01%+66,92813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding887,698$17.2M-213,439Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…881,257$17.1M0.24%+761,63713F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC870,589$16.9M9.06%-32,61613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS801,701$15.6M0.04%-753,92313F-HRTimeline
Headland Capital, LLC793,561$15.4M5.28%13F-HRTimeline
Janney Montgomery Scott LLC734,020$14.3M0.04%-13,20513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC720,438$14M0.02%+138,87313F-HRTimeline
Legacy Private Trust Co.715,549$13.9M0.91%+33,65913F-HRTimeline
MONECO ADVISORS, LLC686,681$13.3M1.41%+227,46813F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA684,100$13.3M3.02%+24,29513F-HRTimeline
KICKSTAND VENTURES, LLC.676,360$13.1M3.36%-284,32113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp645,940$12.6M0.73%+51,83013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.594,688$11.6M0.02%+14,14013F-HRTimelineGroup
Cornerstone Wealth Management, LLC591,199$11.5M0.78%+84,61713F-HRTimeline
Red Spruce Capital, LLC590,275$11.5M5.09%-36,85213F-HRTimeline
BCS Wealth Management583,816$11.3M2.82%+30,91713F-HRTimeline
NewEdge Advisors, LLC583,728$11.3M0.07%+261,07013F-HRTimeline
Clark Asset Management, LLC565,620$11M2.05%+111,51813F-HRTimeline
49 WEALTH MANAGEMENT, LLC542,154$10.5M1.5%+178,14213F-HRTimeline
COOKSON PEIRCE & CO INC521,835$10.1M0.46%+21,71813F-HRTimeline
Ironwood Financial, llc482,576$9.38M1.97%-2,12813F-HRTimeline
Goepper Burkhardt LLC481,650$9.36M3.8%+54,40013F-HRTimeline
GILL CAPITAL PARTNERS, LLC465,956$9.05M3.25%-41,23813F-HRTimeline
Cambridge Investment Research Advisors,…464,915$9.03M0.03%+48,25213F-HRTimeline
McCarthy & Cox451,382$8.77M3.04%-313,71213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL420,690$8.17M0.19%+23,03813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…414,612$8.06M0.01%+17,38013F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC409,673$7.96M1.48%-10,15413F-HRTimeline
Lantz Financial LLC383,526$7.45M1.99%+53,66313F-HRTimeline
IMA Advisory Services, Inc.383,128$7.44M0.9%-18,39413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC382,868$7.44M0.7%+43,42413F-HRTimeline
Straight Path Wealth Management382,664$7.44M2.94%+22,50113F-HRTimeline
Private Advisor Group, LLC381,018$7.4M0.04%-3,15313F-HRTimeline
Sanctuary Advisors, LLC378,165$7.36M0.05%+72,14213F-HRTimeline
Sound Stewardship, LLC367,297$7.14M4.24%+4,77413F-HRTimeline
Clearstead Advisors, LLC355,165$6.9M0.11%+2,40113F-HRTimeline
HighTower Advisors, LLC345,087$6.71M0.01%+18,71413F-HRTimeline
Integrated Wealth Concepts LLC344,109$6.69M0.08%+28,40913F-HRTimeline
FCA CORP /TX340,307$6.61M2.06%+11,92313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC340,276$6.61M0.93%-31,64913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding339,371$6.59M+34,054Timeline
HUB Investment Partners, LLC338,937$6.59M0.28%-59,84413F-HRTimeline
MGO ONE SEVEN LLC322,747$6.27M0.24%+27,23313F-HRTimeline
Marietta Wealth Management, LLC311,160$6.05M0.87%+3,78613F-HRTimeline
Ledgewood Wealth Advisors, LLC296,157$5.75M3.71%+40,91613F-HRTimeline
River Street Advisors LLC294,882$5.73M2.93%+12,73113F-HRTimeline
MFA WEALTH ADVISORS, LLC290,864$5.65M1.45%-702,37513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.288,863$5.61M0.05%+13,30213F-HRTimelineGroup
EP Wealth Advisors, LLC285,086$5.54M0.05%+100,37013F-HRTimeline
Allworth Financial LP269,716$5.24M0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.266,009$5.17M0.06%-65,72913F-HRTimeline
MORTON COMMUNITY BANK263,242$5.11M1.35%+13,00813F-HRTimeline
Carmel Capital Partners, LLC263,046$5.11M2.06%+14,31213F-HRTimeline
Carnegie Investment Counsel259,770$5.05M0.15%-74,81613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC258,095$5.01M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…250,204$4.86M0.01%+41,43013F-HR/ATimeline
HOWARD WEALTH MANAGEMENT, LLC248,059$4.82M2.61%+23,93513F-HRTimeline
EASTERN BANK239,187$4.65M0.09%-170,56313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.238,894$4.64M0.03%-1,81813F-HRTimeline
Trilogy Capital Inc.231,545$4.5M0.23%-5,95513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.227,995$4.44M3.95%13F-HRTimeline
COUNTRY CLUB BANK226,579$4.4M0.29%+5,11913F-HRTimeline
AA Financial Advisors, LLC218,380$4.24M1.13%+109,87413F-HRTimeline
Souders Financial Advisors217,916$4.23M0.59%+15,95213F-HRTimeline
Matthew Goff Investment Advisor, LLC211,006$4.1M0.76%+163,91413F-HRTimeline
Addison Advisors LLC208,449$4.05M1.13%+12,36413F-HRTimeline
AlphaStar Capital Management, LLC202,225$3.93M0.41%+20,41713F-HRTimeline
Berger Financial Group, Inc200,478$3.9M0.27%+16,96313F-HRTimeline
Old Port Advisors200,466$3.9M1.12%+26,02913F-HRTimeline
ProVise Management Group, LLC200,356$3.89M0.33%+2,65913F-HRTimeline
SFE Investment Counsel192,758$3.75M0.8%+18,33813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC191,679$3.72M0.05%+2,04113F-HRTimelineGroup
Cornerstone Planning, LLC189,415$3.68M1.41%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …186,528$3.63M0.2%+8,84013F-HRTimelineGroup
Horizons Wealth Management181,121$3.52M2.73%+9,83113F-HRTimeline
Infinity Wealth Counsel, LLC173,412$3.37M3.6%13F-HRTimeline
S.E.E.D. Planning Group LLC169,454$3.29M1.1%+6,59313F-HRTimeline
Genesis Wealth Advisors, LLC168,508$3.27M2.85%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…161,294$3.13M0.09%+2,49613F-HRTimeline
Tenon Financial LLC160,917$3.13M2.03%+37,50113F-HRTimeline
Laurel Wealth Advisors LLC152,207$2.96M0.46%+4,01113F-HRTimeline
Creative Planningin group Creative Planning150,770$2.93M<0.01%+94,84313F-HRTimelineGroup
Secure Asset Management, LLC150,018$2.91M0.44%+23,15813F-HRTimeline
Exchange Capital Management, Inc.148,435$2.88M0.46%-2,40213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP147,340$2.86M<0.01%+84,28713F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC143,820$2.79M0.24%+3,41713F-HRTimeline
Cetera Investment Advisers143,362$2.79M0.01%+55,06413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…142,082$2.76M0.01%+100,02313F-HRTimelineGroup
Good Life Advisors, LLC140,019$2.72M0.2%-216,56113F-HRTimeline
CRA Financial Services, LLC139,802$2.72M0.47%+35,27513F-HRTimeline
Geneos Wealth Management Inc.139,681$2.71M0.1%+12,54413F-HRTimeline
Farnam Financial LLC138,342$2.69M2.81%+23,86913F-HRTimeline
Waverly Advisors, LLC136,936$2.66M0.04%+116,14113F-HRTimeline
EVEXIA WEALTH LLC132,850$2.59M0.88%+53,97213F-HRTimeline
Sunbeam Capital Management, LLC131,493$2.55M2.37%13F-HR/ATimeline
Gladstone Institutional Advisory LLC130,595$2.54M0.12%+3,84213F-HRTimeline
Paradiem, LLC130,146$2.53M0.68%+1,23913F-HRTimeline
Blue Barn Wealth, LLC128,704$2.5M1.32%+23,54513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP122,173$2.37M<0.01%+10,35513F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC117,870$2.29M0.89%+20,75713F-HRTimeline
&PARTNERS116,258$2.26M0.03%+87,12513F-HRTimeline
Ellevest, Inc.116,116$2.26M0.13%+13,49913F-HRTimeline
Prospera Financial Services Inc115,542$2.25M0.05%+29,55113F-HRTimeline
TFR Capital, LLC.115,538$2.24M1.12%13F-HRTimeline
WEBSTER BANK, N. A.115,014$2.23M0.24%+45,22313F-HRTimeline
Aspen Investment Management Inc109,230$2.12M0.99%+16,34513F-HRTimeline
Altus Wealth Group LLC107,140$2.08M0.92%-6,13213F-HRTimeline
BEACON FINANCIAL GROUP106,281$2.07M0.22%-1,06913F-HRTimeline
Gryphon Financial Partners LLC104,370$2.03M0.29%013F-HRTimeline
Opulen Financial Group LLC103,602$2.01M1.83%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.100,779$1.96M0.1%-6,32513F-HRTimeline
FLOW TRADERS U.S. LLC100,210$1.95M0.08%-85,65813F-HRTimeline
Aptus Capital Advisors, LLC98,828$1.92M0.02%-4,892,88113F-HRTimeline
Oder Investment Management, LLC96,633$1.88M1.56%+16,59113F-HRTimeline
Keel Point, LLC95,324$1.85M0.15%+7,94613F-HRTimeline
Redwood Financial Network Corp94,808$1.84M1.37%+3,33113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH94,722$1.84M0.54%+99513F-HRTimeline
River Wealth Advisors LLC93,245$1.81M0.24%+81,72813F-HRTimeline
Oliver Luxxe Assets LLC91,278$1.79M0.32%013F-HR/ATimeline
Kohmann Bosshard Financial Services, LLC90,550$1.76M0.21%-18,91513F-HRTimeline
Key Financial Inc90,382$1.76M0.4%+22,52713F-HRTimeline
Masso Torrence Wealth Management Inc.87,003$1.69M0.89%+8,02613F-HRTimeline
MONTAG A & ASSOCIATES INC85,023$1.65M0.08%+11,48813F-HRTimeline
Leo Wealth, LLC84,408$1.64M0.15%+13,77813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.83,886$1.63M0.73%-7,62413F-HRTimeline
Avior Wealth Management, LLC81,237$1.58M0.06%+15,98513F-HRTimeline
Krilogy Financial LLC80,938$1.57M0.1%new13F-HRTimeline
Atria Investments, Inc80,566$1.57M0.02%+16,18913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV80,024$1.55M0.56%-143,72213F-HRTimeline
Beaumont Financial Advisors, LLC76,968$1.5M0.11%+3,60613F-HRTimeline
Mariner, LLCin group Mariner, LLC72,604$1.41M<0.01%+22,54413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.71,763$1.39M0.06%+40,68913F-HRTimeline
Ausdal Financial Partners, Inc.71,667$1.39M0.12%new13F-HRTimeline
True Vision MN LLC71,285$1.39M0.82%+34,60713F-HRTimeline
Hobbs Group Advisors, LLC70,364$1.37M0.51%+10,20013F-HRTimeline
Hennion & Walsh Asset Management, Inc.70,189$1.36M0.06%-26,54313F-HRTimeline
Astoria Portfolio Advisors LLC.70,140$1.36M0.49%+1,26013F-HRTimeline
HANOVER ADVISORS INC68,302$1.33M0.56%+1,16213F-HRTimeline
Flaharty Asset Management, LLC67,901$1.32M0.19%013F-HRTimeline
IHT Wealth Management, LLC67,301$1.31M0.04%-32,98113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC66,578$1.29M0.14%-1,25913F-HRTimeline
HRT FINANCIAL LP66,218$1.29M0.01%+31,45613F-HRTimeline
Vantage Point Financial LLC66,164$1.29M0.69%13F-HRTimeline
YANKCOM Partnership64,849$1.26M0.67%13F-HRTimeline
IFP Advisors, Inc64,268$1.25M0.04%+20713F-HRTimeline
Strid Group, LLC62,474$1.21M0.19%+34,56213F-HRTimeline
Heritage Trust Co61,896$1.2M0.14%13F-HRTimeline
Segment Wealth Management, LLC61,597$1.2M0.08%-28613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,474$1.18M0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC57,889$1.12M0.01%-166,84913F-HRTimeline
Kessler Investment Group, LLC57,542$1.12M0.53%-4,76213F-HRTimeline
Strategic Financial Concepts, LLC57,483$1.12M0.21%+32,88613F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC56,556$1.1M0.09%+2,73213F-HRTimeline
ArborFi Advisors, LLC55,727$1.08M1.09%13F-HRTimeline
Apeiron RIA LLC55,371$1.08M0.3%-34913F-HRTimeline
COMERICA BANK55,349$1.08M<0.01%-3,58913F-HR/ATimeline
Redmond Asset Management, LLC55,264$1.07M0.27%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC54,596$1.06M0.33%+2,02813F-HRTimeline
Freedom Investment Management, Inc.53,816$1.05M0.09%+25,79213F-HRTimeline
REBALANCE, LLC53,728$1.04M0.08%-356,07813F-HRTimeline
Proficio Capital Partners LLC52,976$1.03M0.08%+17,30413F-HR/ATimeline
Pacific Wealth Strategies Group, Inc.52,867$1.03M0.71%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.52,520$1.02M0.03%+35,39413F-HRTimeline
Western Wealth Management, LLC52,210$1.01M0.07%+58713F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC50,814$987K0.04%-7,89013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC49,766$967K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,646$965K0.01%-1,71413F-HRTimeline
Cypress Wealth Services, LLC49,626$964K0.19%-51313F-HRTimeline
Ballew Advisors, Inc48,684$946K0.6%+5113F-HRTimeline
Cynosure Group, LLC48,108$935K0.14%013F-HRTimeline