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Disclosery

BSCR INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

327 managers (330 13F filers) reported a position in BSCR shares at 2024-12-31, 95,758,150 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
327
13F filers
330
New
40
Added
175
Reduced
53
Sold out
23
Shares held by filers
95,758,150

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
Foundations Investment Advisors, LLC32,246$628K0.01%-42013F-HRTimeline
First Fiduciary Investment Counsel, Inc.32,187$627K0.13%+15,08713F-HRTimeline
Capital Investment Advisors, LLC31,507$614K0.01%+1,98313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,756$599K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC30,696$598K<0.01%+7,98113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30,500$594K<0.01%013F-HRTimelineGroup
Monterey Private Wealth, Inc.30,360$591K0.19%-42513F-HRTimeline
Kingsview Wealth Management, LLC29,897$582K0.01%+2,46413F-HRTimeline
American Institute for Advanced Investm…29,816$581K0.43%+6,68613F-HRTimeline
Whitener Capital Management, Inc.29,324$571K0.16%+13,41413F-HRTimeline
Kades & Cheifetz LLC29,161$568K0.29%+31213F-HRTimeline
Delta Financial Group, Inc.28,572$557K0.13%+1,01813F-HRTimeline
Keel Point, LLC28,420$554K0.04%+16,52313F-HRTimeline
Arete Wealth Advisors, LLC28,364$552K0.04%+51113F-HRTimeline
Unified Investment Management27,900$543K0.62%13F-HRTimeline
BridgePort Financial Solutions, LLC26,136$511K0.23%13F-HRTimeline
Crews Bank & Trust26,160$510K0.09%13F-HRTimeline
Onyx Bridge Wealth Group LLC26,063$508K0.07%-4,66513F-HRTimeline
REBALANCE, LLC25,974$506K0.04%-171,47313F-HRTimeline
GAMMA Investing LLC25,897$504K0.04%+18,51613F-HRTimeline
HB Wealth Management, LLC25,771$502K0.01%+89313F-HRTimeline
ORG Partners LLC25,725$501K0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,311$493K<0.01%-82613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC24,987$487K0.04%+18513F-HRTimeline
CIBC WORLD MARKET INC.24,500$477K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,985$467K<0.01%+4,20013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,635$460K0.03%+1,02313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,473$457K0.01%+1,48113F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC23,196$452K0.21%new13F-HRTimeline
Ramiah Investment Group23,131$451K0.41%+4,65313F-HRTimeline
Arkadios Wealth Advisors23,042$449K0.02%+4213F-HRTimeline
Sensible Money, LLC22,962$447K0.2%+60413F-HRTimeline
Blossom Wealth Management22,850$445K0.86%new13F-HRTimeline
Allen Capital Group, LLC22,422$437K0.05%+6,31713F-HRTimeline
Tyler-Stone Wealth Management21,905$427K0.08%+1513F-HRTimeline
Tassel Capital Management, Inc.21,857$426K0.38%13F-HRTimeline
Western Wealth Management, LLC21,625$421K0.03%+12513F-HR/ATimeline
First Horizon Advisors, Inc.21,255$414K0.01%-2,09013F-HRTimeline
Certified Advisory Corp20,683$403K0.04%+9213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,371$397K<0.01%+13413F-HRTimelineGroup
Wealthspire Retirement, LLC20,073$391K0.03%013F-HRTimeline
MOLLER WEALTH PARTNERS20,000$390K0.1%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …19,724$384K0.01%+8,46013F-HRTimelineGroup
Financial Life Planners19,271$375K0.31%13F-HRTimeline
&PARTNERS19,273$375K<0.01%+5,84413F-HRTimeline
FINANCIAL COUNSELORS INC18,950$369K0.01%013F-HRTimeline
Revolve Wealth Partners, LLC18,672$364K0.05%new13F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC18,498$360K0.02%-1,53213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,578$342K0.01%+46113F-HRTimeline
Verdence Capital Advisors LLC17,316$337K0.03%new13F-HRTimeline
Advisory Services Network, LLC16,913$329K0.01%+64413F-HRTimeline
DOVER ADVISORS, LLC16,909$329K0.19%-45913F-HRTimeline
Ballew Advisors, Inc16,790$326K0.21%013F-HRTimeline
RVW Wealth, LLC16,633$324K0.03%+49713F-HRTimeline
WORLD EQUITY GROUP, INC.16,384$319K0.07%new13F-HRTimeline
WESPAC Advisors, LLC16,023$312K0.23%new13F-HRTimeline
Chris Bulman Inc15,940$311K0.2%+5113F-HRTimeline
Aveo Capital Partners, LLC15,832$308K0.03%+16613F-HRTimeline
LongView Wealth Management15,200$296K0.09%+2,50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,429$281K<0.01%013F-HRTimelineGroup
Net Worth Advisory Group14,338$279K0.08%-1,36313F-HRTimeline
Valmark Advisers, Inc.14,328$279K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC14,316$279K0.08%13F-HRTimeline
SMI Advisory Services, LLC14,136$275K0.06%new13F-HRTimeline
FC Advisory LLC13,856$270K0.09%new13F-HRTimeline
EVERPAR ADVISORS LLC13,577$264K0.13%new13F-HRTimeline
Larson Financial Group LLC13,281$259K0.01%-72813F-HRTimeline
DAVENPORT & Co LLC13,185$257K<0.01%new13F-HRTimeline
Berkshire Money Management, Inc.13,004$253K0.03%013F-HRTimeline
Leo Wealth, LLC12,996$253K0.02%+2,85413F-HRTimeline
WCG Wealth Advisors LLC12,931$252K0.02%-43813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,804$249KnewTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,607$246K0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC12,507$244K0.08%13F-HRTimeline
Kaydan Wealth Management, Inc.12,486$243K0.08%+113F-HRTimeline
TFR Capital, LLC.12,219$238K0.12%13F-HRTimeline
Mesirow Financial Investment Management…12,074$235K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,885$232K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC11,218$219K<0.01%+7,52513F-HRTimelineGroup
OBSIDIAN CIO, LLC11,124$217K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,945$213K<0.01%+46013F-HRTimelineGroup
Quartz Partners, LLC10,873$212K0.13%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,754$209K0.11%new13F-HRTimeline
SigFig Wealth Management, LLC10,459$204K0.01%new13F-HRTimeline
Foundry Financial Group, Inc.10,159$198K0.12%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,122$197K0.08%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,773$190K<0.01%-26513F-HRTimelineGroup
PRIVATE TRUST CO NA7,635$149K0.02%+3,82613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,418$145K0.01%-1,65713F-HRTimeline
Pinnacle Bancorp, Inc.6,933$135K0.04%new13F-HRTimeline
IFP Advisors, Inc6,718$131K<0.01%+5,01813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,152$120K<0.01%-135,11213F-HRTimelineGroup
Westside Investment Management, Inc.5,903$115K0.02%013F-HRTimeline
United Community Bankin group United Community Bank5,500$107K0.04%new13F-HRTimelineGroup
Global Retirement Partners, LLC5,410$105K<0.01%+1213F-HRTimeline
SJS Investment Consulting Inc.4,846$94.4K0.02%+1,53313F-HRTimeline
GS Investments, Inc.4,375$85.2K0.04%-4,95013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,317$84.1K<0.01%-5,67213F-HRTimelineGroup
AdvisorNet Financial, Inc4,061$79.1K0.01%+37413F-HRTimeline
CBIZ Investment Advisory Services, LLC4,048$78.9K<0.01%+4413F-HRTimeline
Marquette Asset Management, LLC3,960$77.1K0.01%013F-HRTimeline
Topsail Wealth Management, LLC3,035$59.1K0.01%13F-HRTimeline
FMR LLCin group FMR LLC2,829$55.1K<0.01%+1,59513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,698$52.5K<0.01%+1313F-HRTimelineGroup
Capital Investment Advisory Services, L…2,275$44.3K<0.01%013F-HRTimeline
Caldwell Trust Co2,245$43.7K<0.01%013F-HRTimeline
West Branch Capital LLC2,001$39K0.01%013F-HRTimeline
Davis Capital Management1,628$31.7K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,615$31.5K<0.01%013F-HRTimeline
AE Wealth Management LLC1,380$26.9K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,300$25.3K<0.01%new13F-HRTimeline
Smithfield Trust Co1,155$22K<0.01%013F-HRTimeline
Aspect Partners, LLC1,028$20K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$19.5K0.01%013F-HRTimeline
Parallel Advisors, LLC997$19.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…714$13.9K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.555$10.8K<0.01%013F-HRTimeline
Redwood Park Advisors LLC523$10.2K0.01%13F-HRTimeline
Noble Wealth Management PBC500$9.74K0.01%13F-HRTimeline
Transce3nd, LLC442$8.61K<0.01%13F-HRTimeline
Field & Main Bank426$8.29K<0.01%new13F-HRTimeline
First PREMIER Bank205$4K<0.01%013F-HRTimeline
Mattson Financial Services, LLC146$2.88K<0.01%013F-HRTimeline
GeoWealth Management, LLC132$2.57K<0.01%new13F-HRTimeline
HM PAYSON & CO126$2.46K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33$643<0.01%013F-HRTimeline
Legacy Financial Group LLC855,470$16.7B+61,49913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.