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BSCW INVESCO EXCH TRD SLF IDX FD

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ETF (fund)

Filings received so far for Q3 2026: 12 13F filers report a position in BSCW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Strategic Financial Group, LLC697,281$13.7M13.23%+19,23013F-HRTimeline
Decker Wealth Management LLC279,855$5.48M1.11%+1,95913F-HRTimeline
Ledgewood Wealth Advisors, LLC174,170$3.41M1.88%+5,98513F-HRTimeline
Horizons Wealth Management102,498$2.01M1.27%13F-HRTimeline
Apella Capital, LLC51,046$1M0.01%new13F-HRTimeline
Farther Finance Advisors, LLC39,576$775K0.01%-2,64813F-HRTimeline
Global Wealth Strategies & Associates21,367$418K0.08%-48513F-HRTimeline
Davis Capital Management12,096$237K0.14%+74713F-HRTimeline
Marquette Asset Management, LLC4,882$95.6K0.01%013F-HRTimeline
Bank of New Hampshire3,800$74.4K0.02%013F-HRTimeline
EASTERN BANK2,420$47.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,800$35.3K0.02%013F-HRTimeline