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Disclosery

BSCW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

118 managers (120 13F filers) reported a position in BSCW shares at 2025-06-30, 34,614,146 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
118
13F filers
120
New
14
Added
69
Reduced
19
Sold out
5
Shares held by filers
34,614,146

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC7,526,250$155M1.53%+2,327,60113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,645,887$75.1M<0.01%+85,90713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,925,312$60.3M0.02%-78,76313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,113,203$43.5M0.01%-1,36413F-HRTimelineGroup
LPL Financial LLC1,868,492$38.5M0.01%+366,63013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,548,848$31.9M0.73%+95,84213F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,416,279$29.2M1.76%-151,74213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.730,929$15.1M<0.01%-402,98313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC680,439$14M1.28%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.670,851$13.8M0.02%+48,92213F-HRTimelineGroup
Sterling Financial Group, Inc.597,161$12.3M4.13%+7,42313F-HRTimeline
FORONJY FINANCIAL LLC586,530$12.1M5.65%13F-HRTimeline
Vishria Bird Financial Group, LLC576,609$11.9M3.95%-47,20013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/524,774$10.8M<0.01%+28,15113F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC522,333$10.8M3.46%+11,20313F-HRTimeline
UBS Group AGin group UBS Group AG516,152$10.6M<0.01%+49,46413F-HRTimelineGroup
COOKSON PEIRCE & CO INC485,796$10M0.44%+2,86013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA374,658$7.72M<0.01%+84,50613F-HR/ATimelineGroup
Capital Investment Counsel, LLC363,105$7.48M1.16%+150,68113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.332,820$6.86M0.01%+23,02913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…306,754$6.32M0.02%+9,83813F-HRTimeline
Kaye Capital Management295,401$6.09M2.34%+74,71213F-HRTimeline
Modern Wealth Management, LLC295,401$6.09M0.15%new13F-HR/ATimeline
Clearstead Advisors, LLC277,010$5.71M0.08%+13,68713F-HRTimeline
Clark Asset Management, LLC258,143$5.32M0.72%+38,73513F-HRTimeline
BCS Wealth Management237,718$4.9M1.05%+12,99913F-HRTimeline
Addison Advisors LLC234,422$4.83M1.21%+9,73713F-HRTimeline
Janney Montgomery Scott LLC218,016$4.49M0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…202,047$4.16M<0.01%+8,74013F-HRTimelineGroup
Asset Dedication, LLC191,201$3.94M0.29%+14,85913F-HRTimeline
MAI Capital Management182,155$3.75M0.03%+58,18713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP175,276$3.6M<0.01%+39,37313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC168,508$3.47M<0.01%-30,17013F-HRTimeline
Exchange Capital Management, Inc.148,401$3.06M0.46%-3,41913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC144,432$2.98M0.02%+31,70013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…141,782$2.92M0.04%+72713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC135,936$2.8M<0.01%+8,17013F-HRTimelineGroup
Legacy CG, LLC125,479$2.58M0.77%-1,12913F-HRTimeline
Ledgewood Wealth Advisors, LLC122,800$2.53M1.59%+17,96313F-HRTimeline
Atria Investments, Inc121,328$2.5M0.03%-71213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,994$2.37M+13,990Timeline
Private Advisor Group, LLC107,015$2.2M0.01%new13F-HRTimeline
&PARTNERS106,569$2.2M0.02%-5,54913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,533$2.05M<0.01%+8,04613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC99,242$2.04M0.17%+6,28913F-HRTimeline
Farnam Financial LLC95,853$1.97M1.78%+21,59613F-HRTimeline
Opulen Financial Group LLC95,613$1.97M1.62%+4,63713F-HRTimeline
HUB Investment Partners, LLC92,781$1.91M0.07%+4,85613F-HRTimeline
Ellevest, Inc.80,064$1.65M0.26%+1,68513F-HRTimeline
VISTA INVESTMENT MANAGEMENT74,827$1.54M0.57%+20,24813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC72,399$1.49M0.17%-10,05513F-HRTimeline
TLWM69,865$1.44M0.27%-4,87013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,913$1.42M<0.01%+2,95313F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH64,773$1.33M0.37%+81713F-HRTimeline
Wilkins Miller Wealth Management, LLC62,338$1.28M0.87%+24,73813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC59,226$1.22M0.36%+2,43813F-HRTimeline
MML INVESTORS SERVICES, LLC58,481$1.21M<0.01%+27313F-HRTimeline
River Wealth Advisors LLC55,827$1.15M0.14%+47013F-HRTimeline
Independence Bank of Kentucky54,857$1.13M0.16%+2,13013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding53,199$1.1M+1Timeline
Dynamic Advisor Solutions LLC51,155$1.05M0.03%+9,26713F-HRTimeline
Cetera Investment Advisers50,419$1.04M<0.01%+25,72013F-HRTimeline
HEADINVEST, LLC47,946$988K0.21%013F-HRTimeline
J.W. COLE ADVISORS, INC.40,520$835K0.02%+88413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,297$830K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC38,786$799K0.22%-4,77713F-HRTimeline
DAVIS R M INC38,242$788K0.01%+4,98913F-HRTimeline
Straight Path Wealth Management37,294$768K0.26%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,295$748K<0.01%+22,92713F-HRTimelineGroup
MONECO ADVISORS, LLC34,846$718K0.07%+4,56013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,036$660K<0.01%+5,18413F-HRTimelineGroup
EASTERN BANK30,962$638K0.01%-89,29113F-HRTimeline
Geneos Wealth Management Inc.30,948$638K0.02%+27,46813F-HRTimeline
FCA CORP /TX30,785$634K0.19%+86913F-HRTimeline
Coordinated Financial Services, Inc.29,283$603K0.42%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,431$565K<0.01%+3,09913F-HRTimeline
Redmond Asset Management, LLC26,772$552K0.13%+2,34113F-HRTimeline
VestGen Advisors, LLC26,408$548K0.02%+12,23813F-HRTimeline
Allen Capital Group, LLC26,605$548K0.06%+2,12913F-HRTimeline
Quartz Partners, LLC25,911$534K0.24%013F-HRTimeline
Redhawk Wealth Advisors, Inc.19,554$403K0.05%-60313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,153$395K<0.01%+2,04513F-HRTimeline
HANOVER ADVISORS INC18,649$384K0.16%+2,80613F-HRTimeline
Compound Planning, Inc.17,087$352K0.01%+6,31513F-HRTimeline
OBSIDIAN CIO, LLC16,798$346K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC16,610$342K<0.01%+21013F-HRTimeline
Waverly Advisors, LLC16,349$337K<0.01%+60113F-HRTimeline
Cherry Tree Wealth Management, LLC15,132$312K0.07%013F-HRTimeline
DOVER ADVISORS, LLC14,724$303K0.13%-2,43313F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,685$261K0.03%013F-HRTimeline
Capital Investment Advisors, LLC12,394$255K<0.01%+12213F-HR/ATimeline
Oliver Luxxe Assets LLC11,950$246K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,784$243K0.01%+1,32013F-HRTimelineGroup
ETF Store, Inc.10,466$216K0.25%+41013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,430$215K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,200$210K<0.01%new13F-HRTimeline
Darden Wealth Group Inc10,000$206K0.12%new13F-HRTimeline
ETF Portfolio Partners, Inc.9,933$205K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$189K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.9,163$189K<0.01%+1,23513F-HRTimeline
Front Row Advisors LLC8,326$172K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,727$159K<0.01%+25013F-HRTimeline
Larson Financial Group LLC7,413$153K0.01%-78113F-HRTimeline
YANKCOM Partnership7,173$148K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,843$141K<0.01%+8613F-HRTimeline
Marquette Asset Management, LLC4,568$94.1K0.02%013F-HRTimeline
Bank of New Hampshire3,800$78.3K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,438$70.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,332$68.6K<0.01%new13F-HRTimeline
COMERICA BANK2,728$56.2K<0.01%-1,92513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,664$54.9K<0.01%+3313F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,553$52.6K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC1,749$36K<0.01%013F-HRTimeline
Smithfield Trust Co1,023$21K<0.01%-6313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC622$12.8K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC2$44<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$41<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.