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Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

110 managers (112 13F filers) reported a position in BSCW shares at 2025-03-31, 30,962,181 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
110
13F filers
112
New
16
Added
67
Reduced
11
Sold out
7
Shares held by filers
30,962,181

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
Aptus Capital Advisors, LLC5,198,649$106M1.2%+578,15813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,559,980$72.5M0.01%+300,89713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,004,075$61.2M0.02%+155,55713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,114,567$43.1M0.01%+88,63613F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,568,021$31.9M1.89%-111,18413F-HRTimelineGroup
LPL Financial LLC1,501,862$30.6M0.01%+362,88813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,453,006$29.6M1.79%+206,58613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,305,664$26.6M0.05%+1,187,32313F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.1,133,912$23.1M<0.01%+641,76213F-HRTimelineGroup
Vishria Bird Financial Group, LLC623,809$12.7M4.32%-9,59813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.621,929$12.7M0.02%new13F-HRTimelineGroup
Sterling Financial Group, Inc.589,738$12M4.33%+2,29113F-HRTimeline
GILL CAPITAL PARTNERS, LLC511,130$10.4M3.61%+30,82913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/496,623$10.1M<0.01%+29,20013F-HRTimelineGroup
COOKSON PEIRCE & CO INC482,936$9.84M0.49%+1,29813F-HRTimeline
UBS Group AGin group UBS Group AG466,688$9.51M<0.01%+78,46613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.309,791$6.31M0.01%+110,33013F-HRTimelineGroup
Cambridge Investment Research Advisors,…296,916$6.05M0.02%+36,64713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA290,152$5.91M<0.01%+56,36213F-HR/ATimelineGroup
Clearstead Advisors, LLC263,323$5.36M0.08%new13F-HRTimeline
BCS Wealth Management224,719$4.58M1.18%+17,11513F-HRTimeline
Addison Advisors LLC224,685$4.58M1.25%+10,95913F-HRTimeline
Kaye Capital Management220,689$4.5M1.83%+202,34513F-HRTimeline
Clark Asset Management, LLC219,408$4.47M0.75%+34,00413F-HRTimeline
Capital Investment Counsel, LLC212,424$4.33M0.72%+161,08213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,678$4.05M0.01%+9,78013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…193,307$3.94M<0.01%+17,20313F-HRTimelineGroup
Asset Dedication, LLC176,342$3.59M0.29%+58,41013F-HRTimeline
Exchange Capital Management, Inc.151,820$3.09M0.5%-92713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…141,055$2.87M0.04%+41,99313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP135,903$2.76M<0.01%+57,56813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,766$2.6M<0.01%+8,69313F-HRTimelineGroup
Legacy CG, LLC126,608$2.58M0.83%new13F-HRTimeline
MAI Capital Management123,968$2.53M0.02%+29,76513F-HRTimeline
Atria Investments, Inc122,040$2.49M0.03%+56,42513F-HRTimeline
EASTERN BANK120,253$2.45M0.05%-1,301,79513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC112,732$2.3M0.01%+4,90013F-HRTimelineGroup
&PARTNERS112,118$2.28M0.02%+1,90113F-HRTimeline
Ledgewood Wealth Advisors, LLC104,837$2.14M1.38%+35,58613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding101,004$2.06M+49,529Timeline
NOVARE CAPITAL MANAGEMENT LLC92,953$1.89M0.17%+12,04913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,487$1.86M<0.01%+41,82313F-HRTimeline
Opulen Financial Group LLC90,976$1.85M1.68%+3,16713F-HRTimeline
HUB Investment Partners, LLC87,925$1.79M0.07%+30,17713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC82,454$1.68M0.21%-7,63113F-HRTimeline
Ellevest, Inc.78,379$1.6M0.11%+5,60313F-HRTimeline
TLWM74,735$1.52M0.3%013F-HRTimeline
Farnam Financial LLC74,257$1.51M1.54%+11,44613F-HRTimeline
Strategic Financial Concepts, LLC70,119$1.43M0.27%+15,13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,960$1.34M<0.01%+3,97813F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH63,956$1.3M0.39%+76813F-HRTimeline
MML INVESTORS SERVICES, LLC58,208$1.19M<0.01%+3913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC56,788$1.16M0.35%+5,16413F-HRTimeline
River Wealth Advisors LLC55,357$1.13M0.16%+8,18013F-HRTimeline
VISTA INVESTMENT MANAGEMENT54,579$1.11M0.43%+16,41213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding53,198$1.08M+2,443Timeline
Independence Bank of Kentucky52,727$1.07M0.17%-1613F-HRTimeline
HEADINVEST, LLC47,946$977K0.19%013F-HRTimeline
JPL Wealth Management, LLC43,563$887K0.25%+11,04913F-HR/ATimeline
Dynamic Advisor Solutions LLC41,888$853K0.03%+9,64613F-HRTimeline
J.W. COLE ADVISORS, INC.39,636$807K0.03%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC37,600$766K0.58%+4,14013F-HRTimeline
DAVIS R M INC33,253$677K0.01%+14,75713F-HRTimeline
MONECO ADVISORS, LLC30,286$617K0.06%+4,32213F-HR/ATimeline
FCA CORP /TX29,916$609K0.19%-17213F-HRTimeline
Coordinated Financial Services, Inc./CO27,116$552K0.42%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,852$547K<0.01%+4,52313F-HRTimelineGroup
Quartz Partners, LLC25,911$528K0.32%-1,12513F-HRTimeline
Cetera Investment Advisers24,699$503K<0.01%new13F-HRTimeline
Allen Capital Group, LLC24,476$499K0.06%+6,49713F-HRTimeline
Redmond Asset Management, LLC24,431$498K0.13%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,332$496K<0.01%+6,70913F-HRTimeline
Redhawk Wealth Advisors, Inc.20,157$411K0.06%new13F-HRTimeline
DOVER ADVISORS, LLC17,157$349K0.15%+15013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,108$348K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC16,798$342K0.06%+13413F-HRTimeline
Integrated Wealth Concepts LLC16,400$334K<0.01%+2,80813F-HRTimeline
HANOVER ADVISORS INC15,843$323K0.14%new13F-HRTimeline
Waverly Advisors, LLC15,748$321K<0.01%+87413F-HRTimeline
Cherry Tree Wealth Management, LLC15,132$308K0.07%013F-HRTimeline
VestGen Advisors, LLC14,170$289K0.01%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,368$272K<0.01%-152,53713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC12,685$258K0.03%013F-HRTimeline
Capital Investment Advisors, LLC12,272$250K<0.01%+1913F-HRTimeline
Davis Capital Management11,987$244K0.19%+50113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,900$242K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.10,772$219K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,464$213K0.01%-1,30713F-HRTimelineGroup
ETF Store, Inc.10,056$205K0.25%new13F-HRTimeline
ETF Portfolio Partners, Inc.9,933$202K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$187K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC8,194$167K0.01%+7,61613F-HRTimeline
First Command Advisory Services, Inc.7,928$161K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,477$152K<0.01%013F-HRTimeline
YANKCOM Partnership7,173$146K0.08%+2,98613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,757$138K<0.01%+5,01613F-HRTimeline
COMERICA BANK4,653$94.8K<0.01%-113F-HRTimeline
Marquette Asset Management, LLC4,568$93.1K0.02%+6113F-HRTimeline
Bank of New Hampshire3,800$77.4K0.02%+2,50013F-HRTimeline
Geneos Wealth Management Inc.3,480$70.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,438$70K0.01%new13F-HRTimeline
Wayfinding Financial, LLC2,916$59K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,631$53.6K<0.01%+3213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,553$52K<0.01%new13F-HRTimeline
Noble Wealth Management PBC2,450$49.9K0.03%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,749$35.6K<0.01%013F-HRTimeline
Smithfield Trust Co1,086$23K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC622$12.7K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC492$10K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.