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Disclosery

BSCS INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

315 managers (317 13F filers) reported a position in BSCS shares at 2025-03-31, 95,178,194 shares in all. 32 filers opened a position and 19 filers sold out during the quarter.

Managers
315
13F filers
317
New
32
Added
183
Reduced
58
Sold out
19
Shares held by filers
95,178,194

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
Monterey Private Wealth, Inc.28,240$575K0.17%+30913F-HRTimeline
Comprehensive Financial Consultants Ins…28,131$572K0.2%+7,22013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,079$571K<0.01%+2,01013F-HRTimelineGroup
Allen Capital Group, LLC28,048$571K0.07%+6,47113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC27,839$567K0.01%+4,97513F-HRTimelineGroup
Ballew Advisors, Inc27,233$549K0.37%new13F-HRTimeline
Cordatus Wealth Management LLC26,697$543K0.15%+9,00513F-HRTimeline
Unified Investment Management26,600$541K0.64%013F-HRTimeline
Arete Wealth Advisors, LLC26,512$539K0.04%-1,20813F-HRTimeline
Sensible Money, LLC26,247$534K0.23%+45813F-HRTimeline
SAX WEALTH ADVISORS, LLC25,714$523K0.04%+3,34813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,711$523K0.04%+2,24313F-HRTimeline
GAMMA Investing LLC25,618$521K0.04%+3,24813F-HR/ATimeline
Delta Financial Group, Inc.25,664$520K0.12%+1,62813F-HRTimeline
RPg Family Wealth Advisory, LLC25,000$509K0.14%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.24,857$507K0.45%+25813F-HRTimeline
LANDAAS & CO /WI /ADV24,763$504K0.14%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC23,403$476K0.08%+12,04613F-HRTimeline
Sovran Advisors, LLC21,726$442K0.06%new13F-HRTimeline
MEMBERS WEALTH LLC20,506$417K0.31%+50613F-HRTimeline
Redhawk Wealth Advisors, Inc.20,323$414K0.06%new13F-HRTimeline
Berkshire Money Management, Inc.20,159$410K0.05%013F-HRTimeline
YANKCOM Partnership20,115$409K0.23%-113F-HRTimeline
Larson Financial Group LLC20,014$407K0.02%+7,49613F-HRTimeline
Wealthspire Retirement, LLC19,881$405K0.03%013F-HRTimeline
Dynamic Advisor Solutions LLC19,566$398K0.01%+2,82913F-HRTimeline
Pinnacle Financial Group, LLC / IL19,033$387K0.14%new13F-HRTimeline
IMA Advisory Services, Inc.18,732$381K0.05%-560,72213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,675$380K0.01%+1,43913F-HRTimeline
First Fiduciary Investment Counsel, Inc.18,465$376K0.08%+1,23013F-HRTimeline
Crews Bank & Trust18,330$373K0.06%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,205$370K<0.01%-4,71013F-HRTimelineGroup
Waverly Advisors, LLC18,173$370K<0.01%+1,62113F-HRTimeline
Astoria Portfolio Advisors LLC.18,066$365K0.12%-12213F-HRTimeline
OARSMAN CAPITAL, INC.17,862$363K0.07%013F-HRTimeline
Kathmere Capital Management, LLC17,647$359K0.03%new13F-HRTimeline
CIBC WORLD MARKET INC.17,400$354K<0.01%013F-HRTimeline
Tyler-Stone Wealth Management16,600$338K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC16,399$334K0.02%-3,10113F-HRTimeline
Altus Wealth Group LLC16,388$333K0.16%-90,97713F-HRTimeline
EVERPAR ADVISORS LLC15,979$325K0.17%+2,81613F-HRTimeline
Tassel Capital Management, Inc.15,863$323K0.28%+92413F-HRTimeline
BEACON FINANCIAL GROUP15,500$315K0.03%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,428$314K0.01%+3,62213F-HRTimelineGroup
Net Worth Advisory Group15,374$313K0.1%+3,31313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,833$302K0.01%-99,49413F-HRTimelineGroup
Brown Financial Advisory14,789$301K0.19%new13F-HRTimeline
Certified Advisory Corp14,742$300K0.03%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC14,587$296K0.07%new13F-HRTimeline
Willis Johnson & Associates, Inc.14,411$293K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,013$282K0.01%+43113F-HRTimelineGroup
Compound Planning, Inc.13,801$281K0.01%+3,36513F-HRTimeline
Schwallier Wealth Management LLC13,681$278K0.21%new13F-HRTimeline
Yoder Wealth Management, Inc.13,450$274K0.15%013F-HRTimeline
FINANCIAL COUNSELORS INC12,729$259K<0.01%013F-HRTimeline
DAVENPORT & Co LLC12,695$258K<0.01%013F-HRTimeline
Tenon Financial LLC12,426$253K0.16%new13F-HRTimeline
KICKSTAND VENTURES, LLC.12,348$251K0.06%-1,86913F-HRTimeline
Davis Capital Management12,322$251K0.2%-24213F-HRTimeline
Summit Wealth Partners, LLC12,193$248K0.05%-1,85413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,076$246K<0.01%+11,68913F-HRTimelineGroup
Keel Point, LLC12,043$245K0.02%-1,39413F-HRTimeline
PRIVATE TRUST CO NA11,460$233K0.02%+50013F-HRTimeline
GWN SECURITIES INC.11,133$227K0.01%new13F-HRTimeline
Latitude Advisors, LLC11,133$227K0.13%-2813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,739$219K<0.01%013F-HRTimelineGroup
Bill Few Associates, Inc.10,480$213K0.08%013F-HRTimeline
BridgePort Financial Solutions, LLC10,080$205K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…10,015$204K0.02%+2713F-HRTimeline
Foundry Financial Group, Inc.9,995$203K0.13%013F-HRTimeline
Horan Securities, Inc.9,976$203K0.08%new13F-HRTimeline
ETF Portfolio Partners, Inc.9,914$202K0.06%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,708$198K0.08%013F-HRTimeline
Rialto Wealth Management, LLC8,980$183K0.06%+95413F-HRTimeline
Kessler Investment Group, LLC7,296$148K0.07%+3,01713F-HRTimeline
Steward Partners Investment Advisory, L…6,915$141K<0.01%-1,08813F-HRTimeline
SMI Advisory Services, LLC6,526$132K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,186$126K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank5,500$112K0.04%013F-HRTimelineGroup
FAS Wealth Partners, Inc.5,243$107K0.01%+5713F-HRTimeline
AdvisorNet Financial, Inc5,000$102K0.01%+913F-HRTimeline
WEBSTER BANK, N. A.5,000$102K0.01%new13F-HRTimeline
Marquette Asset Management, LLC3,840$78.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,294$67K<0.01%+1,50213F-HRTimelineGroup
SJS Investment Consulting Inc.3,190$64.9K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,103$63.1K0.05%013F-HRTimeline
Sarver Vrooman Wealth Advisors3,092$62.9K0.04%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,029$61.6K<0.01%013F-HRTimelineGroup
Wayfinding Financial, LLC2,945$59K0.03%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,450$49.9K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,336$47.5K0.04%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,089$42.5K<0.01%-89613F-HRTimelineGroup
Community Bank, N.A.1,837$37.4K0.01%-1,24813F-HRTimeline
ORG Partners LLC1,688$34.4K0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,330$27.1K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,305$26.6K0.02%new13F-HRTimeline
Smithfield Trust Co1,108$23K<0.01%013F-HRTimeline
West Branch Capital LLC1,057$21.5K0.01%013F-HRTimeline
Aspect Partners, LLC975$19.8K0.01%013F-HRTimeline
Rossby Financial, LCC828$16.9K0.01%new13F-HRTimeline
Sound Income Strategies, LLC612$12.5K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC502$10.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$10.2K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department450$9.16K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC440$8.95K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.433$8.81K<0.01%013F-HRTimeline
First PREMIER Bank305$6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC258$5.25K<0.01%-45913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.253$5.12K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co130$2.65K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC88$1.79K<0.01%-547,67913F-HRTimeline
Smartleaf Asset Management LLC86$1.76K<0.01%new13F-HRTimeline
GS Investments, Inc.75$1.53K<0.01%013F-HRTimeline
NFSG Corp26$529<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.