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Disclosery

BSCU INVESCO EXCH TRD SLF IDX FD

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SHS (fund)

296 managers (299 13F filers) reported a position in BSCU shares at 2026-03-31, 121,764,798 shares in all. 37 filers opened a position and 12 filers sold out during the quarter.

Managers
296
13F filers
299
New
37
Added
185
Reduced
37
Sold out
12
Shares held by filers
121,764,798

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Gilbert Capital Group, Inc.21,075$352K0.27%-96913F-HRTimeline
HB Wealth Management, LLC21,030$352K<0.01%+5,19213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,940$350K<0.01%+1,53013F-HRTimeline
Capital Investment Advisors, LLC20,938$350K0.01%+45513F-HR/ATimeline
First Fiduciary Investment Counsel, Inc.20,785$348K0.07%+2,98013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,557$344K<0.01%-44713F-HRTimelineGroup
Meriwether Wealth & Planning, LLC20,479$342K0.19%new13F-HRTimeline
Cambridge Financial Group, LLC20,198$338K0.11%-8113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,210$336K<0.01%+11,41813F-HR/ATimelineGroup
Legacy Wealth Partners, LLC20,110$336K0.08%-44813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,954$334K<0.01%new13F-HRTimelineGroup
XY Planning Network, Inc.19,265$322K0.05%-37,10113F-HRTimeline
Larson Financial Group LLC19,187$321K0.01%+13313F-HRTimeline
Strategic Family Wealth Counselors, L.L…19,043$318K0.08%+10413F-HRTimeline
Summit Financial, LLC18,047$302K<0.01%+34413F-HRTimeline
FIRST HORIZON CORP17,745$297K0.01%-80013F-HRTimeline
Venture Visionary Partners LLC17,612$294K0.01%+54113F-HRTimeline
Bill Few Associates, Inc.17,160$287K0.07%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC16,460$275K0.17%-5,74113F-HRTimeline
KICKSTAND VENTURES, LLC.16,390$274K0.06%013F-HRTimeline
Valmark Advisers, Inc.16,281$272K<0.01%+3,52613F-HRTimeline
Goodman Financial Corp16,140$270K0.05%013F-HRTimeline
Insight Wealth Partners, LLC16,117$269K0.11%+29913F-HRTimeline
YANKCOM Partnership15,750$263K0.11%013F-HRTimeline
DAVENPORT & Co LLC15,455$258K<0.01%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.15,285$256K0.03%+4,13513F-HRTimeline
MONTAG A & ASSOCIATES INC15,167$254K0.01%013F-HRTimeline
Unified Investment Management13,570$227K0.23%013F-HRTimeline
Clearstead Trust, LLC13,041$218K0.04%-52613F-HRTimeline
Strid Group, LLC12,857$215K0.03%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,850$215K0.01%+21913F-HRTimeline
Davis Capital Management12,209$204K0.14%-5813F-HRTimeline
ETF Portfolio Partners, Inc.12,191$204K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,064$202K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,044$201K<0.01%013F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC12,004$201K0.16%013F-HRTimeline
Darden Wealth Group Inc12,000$201K0.1%013F-HRTimeline
Wagner Wealth Management, Corp11,975$200K0.18%new13F-HRTimeline
Integris Wealth Management, LLC11,953$200K0.05%new13F-HRTimeline
WEBSTER BANK, N. A.11,757$197K0.02%new13F-HRTimeline
Maridea Wealth Management LLC11,757$197K0.03%new13F-HRTimeline
Commonwealth Financial Services, LLC11,671$195K0.03%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,074$185K0.03%+11113F-HRTimeline
B. Riley Wealth Advisors, Inc.11,082$185K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC10,992$184K0.01%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.10,940$183K<0.01%013F-HRTimeline
RFG Advisory, LLC10,765$180K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,657$178K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,555$176K<0.01%+3,68813F-HRTimelineGroup
John W. Brooker & Co., CPAs10,512$176K0.28%+17013F-HRTimeline
Koss-Olinger Consulting, LLC10,409$174K0.01%013F-HRTimeline
Savvy Advisors, Inc.10,301$172K<0.01%013F-HRTimeline
Pacific Wealth Strategies Group, Inc.10,000$167K0.1%new13F-HRTimeline
Anchor Investment Management, LLC9,835$164K0.01%new13F-HRTimeline
Allworth Financial LP9,605$161K<0.01%+15013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,335$156K0.01%new13F-HRTimeline
Advisory Services Network, LLC9,229$154K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,705$146K<0.01%+1,50913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,481$108K<0.01%+6,48113F-HRTimelineGroup
IFP Advisors, Inc6,194$104K<0.01%+2,87913F-HRTimeline
United Community Bankin group United Community Bank5,500$92K0.03%new13F-HRTimelineGroup
Marquette Asset Management, LLC5,394$90.2K0.01%013F-HRTimeline
Crews Bank & Trust5,340$89.3K0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,784$80K<0.01%+89013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,104$68.6K<0.01%+4,09613F-HRTimeline
Knights of Columbus Asset Advisors LLC3,974$66.4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,913$65.4K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,740$62.6K<0.01%+58913F-HRTimeline
Sarver Vrooman Wealth Advisors3,642$60.9K0.04%013F-HRTimeline
AdvisorNet Financial, Inc3,433$57.4K<0.01%+2,25713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,058$51.1K<0.01%+3413F-HRTimelineGroup
EASTERN BANK3,032$50.7K<0.01%-2,75713F-HRTimeline
Noble Wealth Management PBC3,000$50.2K0.03%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,960$49.5K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,700$45.1K0.01%+513F-HRTimeline
Intentional Wealth Strategies, LLC2,408$40.3K0.04%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,125$35.5K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC2,007$33.6K<0.01%013F-HRTimeline
Rossby Financial, LCC1,518$25.4K0.01%+67313F-HRTimeline
Smithfield Trust Co1,280$21K<0.01%013F-HRTimeline
City State Bank1,177$19.7K0.01%new13F-HRTimeline
West Branch Capital LLC1,076$18K<0.01%+1213F-HRTimeline
Topsail Wealth Management, LLC950$15.9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.815$13.6K<0.01%+1413F-HRTimeline
Tradewinds Capital Management, LLC734$12.3K<0.01%-65,09413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department605$10.1K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC500$8.36K0.02%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC500$8.36K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC439$7.34K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.416$6.96K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…352$5.89K<0.01%+313F-HRTimelineGroup
Sound Income Strategies, LLC265$4.43K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC164$2.75K<0.01%+213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.35$585<0.01%013F-HRTimeline
GAMMA Investing LLC33$552<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC5$83<0.01%013F-HRTimeline